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
351
$2.18M 0.04%
33,319
-1,597
352
$2.17M 0.04%
33,271
-770
353
$2.16M 0.04%
31,746
-1,018
354
$2.14M 0.04%
130,756
+14,196
355
$2.13M 0.04%
12,314
+839
356
$2.12M 0.04%
20,751
+533
357
$2.12M 0.04%
10,801
-253
358
$2.1M 0.04%
47,500
-692
359
$2.1M 0.04%
59,798
-8,462
360
$2.09M 0.04%
26,421
-248
361
$2.08M 0.04%
19,917
-3,452
362
$2.07M 0.04%
24,369
-2,756
363
$2.04M 0.04%
34,700
364
$2.02M 0.04%
14,954
-518
365
$2.02M 0.04%
74,445
-3,067
366
$2M 0.04%
31,593
-902
367
$2M 0.04%
23,138
-904
368
$1.99M 0.04%
60,055
+6,580
369
$1.98M 0.04%
18,075
-4,654
370
$1.98M 0.04%
16,869
-3,435
371
$1.97M 0.04%
9,414
+2,837
372
$1.97M 0.04%
13,279
-198
373
$1.94M 0.04%
21,376
-3,470
374
$1.93M 0.04%
18,410
-514
375
$1.93M 0.04%
55,793
-52,596
13 14
15
16 17