Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60B
AUM Growth
+$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,706
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$161M
3
+$148M
4
MO icon
Altria Group
MO
+$142M
5
NDAQ icon
Nasdaq
NDAQ
+$134M

Top Sells

1
+$184M
2
+$120M
3
+$112M
4
MRK icon
Merck
MRK
+$112M
5
TGT icon
Target
TGT
+$99.1M

Sector Composition

1 Technology 12.53%
2 Financials 8.52%
3 Healthcare 7.99%
4 Consumer Discretionary 5.73%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
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-71,896
2627
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-6,645
2628
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-10,162
2629
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-10,976
2630
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2631
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-3,682
2632
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2633
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-75,209
2634
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-104,670
2635
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-38,050
2636
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-14,298
2637
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-1,686
2638
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-23,746
2639
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-10,593
2640
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-4,867
2641
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-36,497
2642
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-88,906
2643
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2644
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-40,693
2645
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-33,726
2646
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-32,439
2647
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-15,416
2648
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-7,678
2649
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-4,098
2650
– –
-11,258
103 104 105
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