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
326
$2.55M 0.05%
20,936
-564
327
$2.53M 0.05%
29,944
-749
328
$2.51M 0.05%
144,487
+6,431
329
$2.5M 0.05%
33,658
-1,230
330
$2.5M 0.05%
62,232
+583
331
$2.49M 0.05%
14,915
-245
332
$2.48M 0.05%
11,568
+74
333
$2.45M 0.05%
28,316
+2,308
334
$2.41M 0.05%
37,449
-3,382
335
$2.39M 0.04%
47,267
-41,692
336
$2.39M 0.04%
18,662
-25,537
337
$2.39M 0.04%
43,201
-110
338
$2.38M 0.04%
73,742
+3,662
339
$2.36M 0.04%
118,737
-48,470
340
$2.33M 0.04%
133,388
+7,662
341
$2.33M 0.04%
27,285
-1,054
342
$2.32M 0.04%
20,319
-7,339
343
$2.31M 0.04%
21,436
-35
344
$2.28M 0.04%
47,238
-6,101
345
$2.26M 0.04%
15,322
+5,056
346
$2.25M 0.04%
28,107
-4,471
347
$2.25M 0.04%
28,280
348
$2.25M 0.04%
18,157
-1,304
349
$2.23M 0.04%
33,761
-946
350
$2.2M 0.04%
4,284
+457
12 13
14
15 16