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
801
$40K ﹤0.01%
+950
802
$39K ﹤0.01%
500
-3,097
803
$39K ﹤0.01%
+175
804
$37K ﹤0.01%
+2,644
805
$33K ﹤0.01%
+600
806
$31K ﹤0.01%
10,900
807
$26K ﹤0.01%
+1,007
808
$26K ﹤0.01%
10,000
809
$21K ﹤0.01%
+600
810
$20K ﹤0.01%
+10,000
811
$19K ﹤0.01%
+600
812
$19K ﹤0.01%
12,010
813
$18K ﹤0.01%
+300
814
$16K ﹤0.01%
+1,200
815
$2K ﹤0.01%
+340
816
– –
-2,909
817
– –
-3,300
818
– –
-6,331
819
– –
-875
820
– –
-1,800
821
– –
-3,521
822
– –
-9,450
823
– –
-100
824
– –
-7,151
825
– –
-2,760
31 32
33
34 35