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
$49.1B
AUM Growth
+$43.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,462
New
Increased
Reduced
Closed

Top Buys

1
+$1.98B
2
+$1.35B
3
+$1.08B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$853M
5
MSFT icon
Microsoft
MSFT
+$756M

Top Sells

1
+$3.23M
2
+$1.43M
3
+$1.41M
4
GHC icon
Graham Holdings Company
GHC
+$1.4M
5
NLSN
Nielsen Holdings plc
NLSN
+$993K

Sector Composition

1 Consumer Discretionary 10.22%
2 Financials 9.92%
3 Healthcare 9.84%
4 Technology 9.83%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.2M 0.09%
218,606
+217,314
227
$44.8M 0.09%
513,538
+510,616
228
$44.8M 0.09%
413,753
+233,028
229
$44.6M 0.09%
285,726
+262,007
230
$44.5M 0.09%
+384,153
231
$44M 0.09%
385,805
+293,110
232
$43.5M 0.09%
570,191
+526,656
233
$43.2M 0.09%
343,693
+340,947
234
$43.2M 0.09%
456,053
+384,308
235
$42.6M 0.09%
794,921
+717,292
236
$42.5M 0.09%
249,276
+212,552
237
$42.3M 0.09%
378,535
+68,844
238
$42.1M 0.09%
+1,329,842
239
$42.1M 0.09%
+3,285,726
240
$41.5M 0.08%
1,156,959
+1,009,513
241
$41.5M 0.08%
507,281
+460,126
242
$41.4M 0.08%
+553,164
243
$41.4M 0.08%
+511,093
244
$41.2M 0.08%
+554,859
245
$40.9M 0.08%
432,027
+375,976
246
$40.9M 0.08%
747,127
+704,655
247
$40.7M 0.08%
1,321,239
+1,303,423
248
$40.3M 0.08%
+1,544,404
249
$40.2M 0.08%
228,045
+181,372
250
$39.6M 0.08%
467,534
+449,382
8 9
10
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