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
101
$10.8M 0.28%
157,190
+652
102
$10.4M 0.27%
767,110
+342,854
103
$10.2M 0.27%
341,545
+21,408
104
$10.1M 0.26%
1,124,019
+953,370
105
$10M 0.26%
+141,864
106
$10M 0.26%
208,561
+38,841
107
$9.98M 0.26%
209,642
+177,380
108
$9.82M 0.26%
572,362
+14,867
109
$9.81M 0.26%
123,679
+572
110
$9.65M 0.25%
858,292
-8,863
111
$9.57M 0.25%
242,427
+221,735
112
$9.52M 0.25%
231,337
+2,595
113
$9.5M 0.25%
183,406
-627
114
$9.47M 0.25%
211,401
+37,251
115
$9.46M 0.25%
189,805
+170,353
116
$9.45M 0.25%
499,639
+452,449
117
$9.44M 0.25%
195,936
+126,480
118
$9.34M 0.24%
296,593
+256,453
119
$9.31M 0.24%
96,506
+13,755
120
$9.14M 0.24%
150,359
+12,986
121
$9.11M 0.24%
123,216
-1,899
122
$9.09M 0.24%
174,826
+98,111
123
$8.82M 0.23%
88,364
+36,127
124
$8.59M 0.22%
72,457
+8,997
125
$8.46M 0.22%
6,838
-1,397
3 4
5
6 7