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
2651
– –
-20,500
2652
– –
-10,153
2653
– –
-1,898
2654
– –
-2,225
2655
– –
-26,860
2656
– –
-20,628
2657
– –
-8,617
2658
– –
-7,190
2659
– –
-9,077
2660
– –
-6,334
2661
– –
-11,743
2662
– –
-9,399
2663
– –
-5,770
2664
– –
-7,556
2665
– –
-52,408
2666
– –
-33,797
2667
– –
0
2668
– –
-14,125
2669
– –
-956
103 104 105 106
107