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
251
$4.55M 0.09%
85,157
-65,421
252
$4.5M 0.08%
60,303
-8,925
253
$4.5M 0.08%
63,294
-3,166
254
$4.49M 0.08%
32,752
+19,411
255
$4.42M 0.08%
116,972
-8,845
256
$4.42M 0.08%
301,133
-24,672
257
$4.38M 0.08%
83,325
-17,102
258
$4.38M 0.08%
32,244
-498
259
$4.38M 0.08%
53,985
-4,695
260
$4.37M 0.08%
26,650
-365
261
$4.33M 0.08%
41,429
-1,784
262
$4.33M 0.08%
497,565
+82,308
263
$4.31M 0.08%
2,480
-196
264
$4.3M 0.08%
106,811
+4,192
265
$4.29M 0.08%
10,652
-238
266
$4.22M 0.08%
54,981
-2,253
267
$4.14M 0.08%
133,903
-13,210
268
$4.12M 0.08%
48,622
-3,689
269
$4.07M 0.08%
10,815
+686
270
$4.06M 0.08%
118,337
-31,808
271
$4.02M 0.08%
76,439
+3,191
272
$4.02M 0.08%
219,273
-18,780
273
$4M 0.07%
23,416
-5,828
274
$3.96M 0.07%
43,686
-4,667
275
$3.95M 0.07%
14,688
+2,820
9 10
11
12 13