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
276
$3.8M 0.07%
41,800
+3,390
277
$3.72M 0.07%
24,581
+22,001
278
$3.66M 0.07%
20,288
-186
279
$3.63M 0.07%
56,960
+86
280
$3.52M 0.07%
174,505
-325,139
281
$3.51M 0.07%
39,376
+4,680
282
$3.5M 0.07%
50,188
-4,948
283
$3.5M 0.07%
165,076
-86,094
284
$3.49M 0.07%
74,232
-8,859
285
$3.44M 0.06%
123,990
+17,400
286
$3.41M 0.06%
132,428
-4,950
287
$3.4M 0.06%
31,096
-642
288
$3.4M 0.06%
41,200
-200
289
$3.39M 0.06%
37,685
-3,088
290
$3.38M 0.06%
25,224
+14,530
291
$3.33M 0.06%
117,513
+12,039
292
$3.31M 0.06%
45,060
+1,035
293
$3.31M 0.06%
64,464
-2,421
294
$3.31M 0.06%
84,680
+140
295
$3.29M 0.06%
24,572
-2,172
296
$3.28M 0.06%
28,066
+3,392
297
$3.26M 0.06%
82,048
-2,406
298
$3.26M 0.06%
54,272
+2,904
299
$3.23M 0.06%
47,349
+6,157
300
$3.23M 0.06%
34,687
-3,312
10 11
12
13 14