Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
1
$131M 3.4%
3,676,881
+166,192
2
$115M 2.99%
2,003,664
-74,724
3
$73.3M 1.91%
788,190
+22,813
4
$60.2M 1.56%
809,254
+204,419
5
$55M 1.43%
455,238
+117,011
6
$54.2M 1.41%
1,965,528
+169,120
7
$52.2M 1.36%
272,217
-33,302
8
$46M 1.2%
492,532
+167,057
9
$43.4M 1.13%
1,115,236
+250,068
10
$43.3M 1.13%
978,414
+230,266
11
$43.2M 1.12%
600,506
+36,697
12
$42.2M 1.1%
1,416,991
+374,998
13
$41.9M 1.09%
443,865
+42,040
14
$40.9M 1.06%
939,236
+229,663
15
$37.8M 0.98%
710,082
+23,200
16
$34.4M 0.89%
1,396,494
+565,591
17
$33.3M 0.87%
337,788
+166,350
18
$30.2M 0.79%
922,467
+32,084
19
$30.1M 0.78%
586,271
+184,902
20
$29.8M 0.77%
632,280
+216,732
21
$29.8M 0.77%
1,203,592
-5,014
22
$29.1M 0.76%
312,083
-11,276
23
$29.1M 0.76%
943,500
+145,980
24
$28.9M 0.75%
208,543
+11,207
25
$28.2M 0.73%
373,862
-102,708
1
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