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
$60B
AUM Growth
+$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,706
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$161M
3
+$148M
4
MO icon
Altria Group
MO
+$142M
5
NDAQ icon
Nasdaq
NDAQ
+$134M

Top Sells

1
+$184M
2
+$120M
3
+$112M
4
MRK icon
Merck
MRK
+$112M
5
TGT icon
Target
TGT
+$99.1M

Sector Composition

1 Technology 12.53%
2 Financials 8.52%
3 Healthcare 7.99%
4 Consumer Discretionary 5.73%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.75B 4.57%
6,170,056
+148,777
2
$1.64B 2.73%
4,818,449
-165,298
3
$1.51B 2.52%
3,415,990
-35,079
4
$1.46B 2.42%
7,515,772
-213,261
5
$1.34B 2.23%
58,502,658
+3,054,649
6
$1.15B 1.92%
7,702,229
+1,200,101
7
$1.11B 1.85%
18,450,772
+771,489
8
$893M 1.49%
2,193,653
+37,494
9
$640M 1.06%
4,501,893
-105,260
10
$627M 1.04%
2,017,641
-127,624
11
$595M 0.99%
2,163,518
+11,285
12
$559M 0.93%
5,607,387
-76,755
13
$555M 0.92%
5,664,207
+261,059
14
$548M 0.91%
8,122,708
+450,873
15
$544M 0.9%
3,126,445
-492,005
16
$531M 0.88%
5,782,184
+68,703
17
$525M 0.87%
3,955,800
+267,874
18
$518M 0.86%
3,976,322
+61,619
19
$499M 0.83%
4,128,482
-198,104
20
$463M 0.77%
2,798,161
-146,827
21
$460M 0.76%
3,987,619
-968,800
22
$455M 0.76%
8,700,300
+382,595
23
$443M 0.74%
5,463,343
-335,503
24
$440M 0.73%
2,377,364
-33,717
25
$438M 0.73%
1,844,159
-41,860
1
2 3 4 5