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
$5.35B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$5.37M
3
+$5.18M
4
AXP icon
American Express
AXP
+$4.75M
5
ADI icon
Analog Devices
ADI
+$4.33M

Top Sells

1
+$7.58M
2
+$7.36M
3
+$6.55M
4
MCK icon
McKesson
MCK
+$6.07M
5
NVS icon
Novartis
NVS
+$6.03M

Sector Composition

1 Financials 12.21%
2 Technology 10.97%
3 Healthcare 10.52%
4 Industrials 8.17%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.7M 0.11%
164,156
+11,855
227
$5.69M 0.11%
199,640
-11,139
228
$5.63M 0.11%
29,192
-1,559
229
$5.55M 0.1%
179,460
-273
230
$5.54M 0.1%
152,324
-17,941
231
$5.47M 0.1%
194,455
-15,530
232
$5.43M 0.1%
66,482
+701
233
$5.32M 0.1%
82,423
-4,321
234
$5.3M 0.1%
77,556
-4,586
235
$5.28M 0.1%
125,426
-24,296
236
$5.25M 0.1%
58,938
+48,616
237
$5.25M 0.1%
81,294
-6,187
238
$5.18M 0.1%
121,939
-2,132
239
$5.14M 0.1%
160,835
+17,437
240
$5.12M 0.1%
45,579
+259
241
$5.03M 0.09%
183,112
-56,077
242
$5M 0.09%
113,770
+9,184
243
$4.91M 0.09%
89,531
-3,146
244
$4.77M 0.09%
33,427
-3,734
245
$4.74M 0.09%
92,960
-144,444
246
$4.66M 0.09%
38,686
-3,416
247
$4.61M 0.09%
56,500
-1,924
248
$4.59M 0.09%
139,539
-8,148
249
$4.59M 0.09%
39,134
-361
250
$4.56M 0.09%
68,136
+23,803
8 9
10
11 12