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
426
$1.42M 0.03%
25,296
-722
427
$1.41M 0.03%
+27,601
428
$1.41M 0.03%
18,452
-914
429
$1.4M 0.03%
23,062
-99
430
$1.36M 0.03%
24,181
-1,674
431
$1.36M 0.03%
7,502
+92
432
$1.35M 0.03%
21,184
-356
433
$1.34M 0.03%
16,044
+47
434
$1.34M 0.03%
11,678
-971
435
$1.34M 0.03%
14,149
+2,352
436
$1.33M 0.02%
19,528
-158
437
$1.32M 0.02%
11,590
-586
438
$1.3M 0.02%
14,629
+16
439
$1.3M 0.02%
+24,811
440
$1.3M 0.02%
92,570
+418
441
$1.3M 0.02%
23,200
+8,830
442
$1.29M 0.02%
252,503
-384,857
443
$1.29M 0.02%
23,276
+3,636
444
$1.29M 0.02%
34,587
+731
445
$1.29M 0.02%
118,797
+2,914
446
$1.28M 0.02%
33,086
+1,417
447
$1.26M 0.02%
39,086
-21
448
$1.26M 0.02%
121,039
+6,402
449
$1.25M 0.02%
22,152
+639
450
$1.25M 0.02%
22,213
+11,626
16 17
18
19 20