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
301
$3.22M 0.06%
15,917
-2,314
302
$3.19M 0.06%
18,771
-518
303
$3.16M 0.06%
14,293
+329
304
$3.15M 0.06%
44,283
305
$3.08M 0.06%
12,348
+1,310
306
$3.07M 0.06%
74,141
-8,681
307
$3.06M 0.06%
65,294
-38,908
308
$3.05M 0.06%
121,652
+71
309
$2.98M 0.06%
18,897
-688
310
$2.87M 0.05%
41,222
-568
311
$2.85M 0.05%
56,713
-1,326
312
$2.83M 0.05%
50,298
+6,838
313
$2.8M 0.05%
69,955
+2,553
314
$2.78M 0.05%
49,418
-2,443
315
$2.75M 0.05%
43,304
-202
316
$2.72M 0.05%
20,027
-1,667
317
$2.71M 0.05%
43,386
-211
318
$2.68M 0.05%
9
319
$2.65M 0.05%
410,041
+12,153
320
$2.65M 0.05%
55,444
-2,385
321
$2.64M 0.05%
50,330
-1,950
322
$2.63M 0.05%
33,672
+1,009
323
$2.58M 0.05%
73,729
+1,675
324
$2.56M 0.05%
50,622
-7,946
325
$2.56M 0.05%
20,917
+194
11 12
13
14 15