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
$3.85B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.6M
3
+$15.2M
4
GE icon
GE Aerospace
GE
+$14.1M
5
T icon
AT&T
T
+$13.9M

Top Sells

1
+$11.2M
2
+$9.31M
3
+$8.91M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.76M
5
DTV
DIRECTV COM STK (DE)
DTV
+$7.19M

Sector Composition

1 Financials 12.5%
2 Technology 10.62%
3 Healthcare 10.42%
4 Consumer Staples 9.53%
5 Industrials 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$628K 0.02%
17,706
-3,840
502
$624K 0.02%
40,612
+3,726
503
$624K 0.02%
73,563
-12,433
504
$621K 0.02%
18,400
505
$620K 0.02%
20,210
-2,106
506
$614K 0.02%
15,456
-2,195
507
$614K 0.02%
11,633
+3,472
508
$610K 0.02%
9,759
+831
509
$610K 0.02%
8,875
+837
510
$607K 0.02%
10,574
-3,950
511
$602K 0.02%
55,750
-892
512
$601K 0.02%
18,126
+3,567
513
$599K 0.02%
11,316
+217
514
$599K 0.02%
40,473
-5,405
515
$598K 0.02%
28,399
-10,376
516
$597K 0.02%
9,718
+3,424
517
$594K 0.02%
55,975
+28,989
518
$590K 0.02%
24,530
-16,410
519
$581K 0.02%
4,177
-175
520
$578K 0.02%
118,800
-4,270
521
$573K 0.01%
9,532
+803
522
$567K 0.01%
7,443
+2,825
523
$563K 0.01%
6,406
-446
524
$562K 0.01%
10,611
+3,465
525
$561K 0.01%
6,107
-305
19 20
21
22 23