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
51
$18.1M 0.47%
165,496
+16,193
52
$17.8M 0.46%
316,590
-73,549
53
$17.6M 0.46%
317,907
+8,590
54
$17.6M 0.46%
252,164
-1,889
55
$17.5M 0.46%
171,336
+50,027
56
$17M 0.44%
1,090,559
+656,324
57
$17M 0.44%
508,181
-17,552
58
$16.8M 0.44%
254,536
+5,607
59
$16.5M 0.43%
302,969
+15,892
60
$16.3M 0.42%
125,176
+75
61
$16M 0.42%
442,687
+309,012
62
$15.4M 0.4%
86,002
-11,617
63
$15.4M 0.4%
233,075
+7,248
64
$15.4M 0.4%
213,531
+5,411
65
$15.1M 0.39%
384,516
+3,920
66
$15M 0.39%
252,757
+4,833
67
$14.9M 0.39%
810,691
-6,071
68
$14.8M 0.38%
465,612
+229,041
69
$14.7M 0.38%
146,527
-255
70
$14.7M 0.38%
147,319
+43,999
71
$14.7M 0.38%
606,479
+252,030
72
$14.6M 0.38%
253,452
-7,146
73
$14.6M 0.38%
538,712
-15,402
74
$14.1M 0.37%
155,980
+31,451
75
$14M 0.36%
424,244
-2,233
1 2
3
4 5