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
301
$31.4M 0.06%
149,747
+98,691
302
$31.4M 0.06%
616,628
+477,222
303
$31.4M 0.06%
667,064
+656,186
304
$31.3M 0.06%
136,165
+133,434
305
$31.2M 0.06%
2,069,963
+1,926,372
306
$30.9M 0.06%
154,168
+149,670
307
$30.8M 0.06%
+552,595
308
$30.7M 0.06%
+220,558
309
$30.5M 0.06%
+1,182,459
310
$30.3M 0.06%
+1,436,732
311
$30.2M 0.06%
+295,611
312
$30.1M 0.06%
+220,262
313
$29.7M 0.06%
150,843
+145,176
314
$29.6M 0.06%
121,098
+119,923
315
$29.6M 0.06%
517,977
+384,849
316
$29.6M 0.06%
312,818
+279,219
317
$29.5M 0.06%
200,033
+173,023
318
$29.5M 0.06%
525,308
+451,398
319
$29.1M 0.06%
+188,375
320
$29M 0.06%
+249,249
321
$28.9M 0.06%
640,185
+581,695
322
$28.7M 0.06%
+161,170
323
$28.7M 0.06%
516,113
+418,946
324
$28.6M 0.06%
+362,069
325
$28.2M 0.06%
427,765
+414,861
11 12
13
14 15