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
826
– –
-9,500
827
– –
-17,596
828
– –
-756
829
– –
-11,607
830
– –
-460
831
– –
-1,840
832
– –
-1
833
– –
-6,375
834
– –
-587
835
– –
-7,650
836
– –
-21
837
– –
-5,444
838
– –
-5,501
839
– –
-5,424
840
– –
-593
841
– –
-1,730
842
– –
-747
843
– –
-480
844
– –
-7,122
845
– –
-10,512
846
– –
-3,293
847
– –
-1,922
848
– –
-1,783
849
– –
-1,900
850
– –
-4,564
32 33
34
35 36