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
301
$33.2M 0.06%
627,206
-23,554
302
$32.9M 0.05%
745,085
-792,570
303
$32.7M 0.05%
232,252
-21,063
304
$32.6M 0.05%
555,297
+24,327
305
$32.6M 0.05%
202,360
-10,988
306
$32.4M 0.05%
130,621
+19,162
307
$32.1M 0.05%
195,832
+3,470
308
$31.7M 0.05%
694,437
-20,842
309
$31.6M 0.05%
467,886
+3,350
310
$31.4M 0.05%
535,115
-15,346
311
$30.9M 0.05%
39,224
-2,692
312
$30.8M 0.05%
346,061
-18,709
313
$30.7M 0.05%
520,321
-35,333
314
$30.7M 0.05%
582,941
-17,938
315
$30.7M 0.05%
176,663
-20,258
316
$30.6M 0.05%
641,598
-207,602
317
$30.5M 0.05%
1,227,273
-6,709
318
$30.5M 0.05%
146,907
-5,797
319
$30.4M 0.05%
162,909
-7,755
320
$30.2M 0.05%
137,600
+553
321
$29.2M 0.05%
478,332
-12,558
322
$29.1M 0.05%
392,490
-227,192
323
$28.5M 0.05%
627,047
+90,188
324
$28.3M 0.05%
1,641,617
-111,999
325
$27.8M 0.05%
161,617
-10,301
11 12
13
14 15