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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-2,728
2627
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-14,207
2628
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-4,219
2629
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-64,510
2630
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2631
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-2,761
2632
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-4,514
2633
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-74,400
2634
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-38,890
2635
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-7,606
2636
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-3,632
2637
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-27,492
2638
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-38,731
2639
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-12,489
2640
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-14,620
2641
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-11,500
2642
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2643
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2644
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-5,807
2645
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-12,948
2646
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-20,063
2647
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-7,086
2648
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-26,605
2649
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-11,193
2650
– –
-22,028
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