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
401
$1.67M 0.03%
62,803
+4,062
402
$1.66M 0.03%
254,805
-2,119
403
$1.65M 0.03%
50,438
+3,767
404
$1.65M 0.03%
227,154
+23,042
405
$1.65M 0.03%
8,839
-890
406
$1.61M 0.03%
15,338
-944
407
$1.58M 0.03%
12,526
-793
408
$1.58M 0.03%
109,089
409
$1.56M 0.03%
41,463
410
$1.54M 0.03%
28,946
+1,725
411
$1.54M 0.03%
16,699
+1,485
412
$1.54M 0.03%
17,984
-21,015
413
$1.53M 0.03%
10,803
-571
414
$1.53M 0.03%
13,426
-588
415
$1.52M 0.03%
30,936
+206
416
$1.52M 0.03%
16,712
+281
417
$1.51M 0.03%
22,414
+1,246
418
$1.49M 0.03%
28,790
-1,236
419
$1.48M 0.03%
13,246
+54
420
$1.48M 0.03%
19,892
-105
421
$1.48M 0.03%
6,472
+119
422
$1.46M 0.03%
9,832
-110
423
$1.46M 0.03%
97,625
-3,895
424
$1.46M 0.03%
21,987
-190
425
$1.43M 0.03%
22,625
-1,071
15 16
17
18 19