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
376
$1.92M 0.04%
26,520
-711
377
$1.92M 0.04%
33,452
-3,691
378
$1.88M 0.04%
36,466
+1,981
379
$1.87M 0.03%
38,318
+20,886
380
$1.85M 0.03%
59,605
+2,112
381
$1.84M 0.03%
11,586
+294
382
$1.84M 0.03%
50,517
-1,485
383
$1.83M 0.03%
30,104
-648
384
$1.81M 0.03%
13,877
+484
385
$1.78M 0.03%
+93,869
386
$1.78M 0.03%
12,999
+2,205
387
$1.76M 0.03%
29,213
-2,450
388
$1.75M 0.03%
466,210
+300,604
389
$1.75M 0.03%
24,733
-780
390
$1.74M 0.03%
26,408
-108
391
$1.74M 0.03%
8,465
+956
392
$1.74M 0.03%
18,933
+682
393
$1.72M 0.03%
11,810
+348
394
$1.71M 0.03%
14,578
+5,791
395
$1.71M 0.03%
31,074
+5,613
396
$1.7M 0.03%
56,079
+1,266
397
$1.69M 0.03%
5,033
-620
398
$1.68M 0.03%
11,198
+92
399
$1.68M 0.03%
43,896
-116
400
$1.67M 0.03%
30,965
-729
14 15
16
17 18