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
451
$1.22M 0.02%
6,923
-28
452
$1.22M 0.02%
25,373
+896
453
$1.22M 0.02%
45,374
-2,162
454
$1.21M 0.02%
18,229
-8,330
455
$1.2M 0.02%
39,442
-2,261
456
$1.19M 0.02%
57,051
+2,849
457
$1.19M 0.02%
5,694
+430
458
$1.19M 0.02%
65,670
-3,157
459
$1.16M 0.02%
21,711
-668
460
$1.15M 0.02%
+14,000
461
$1.15M 0.02%
5,663
-288
462
$1.13M 0.02%
9,694
-267
463
$1.13M 0.02%
14,317
-1,200
464
$1.12M 0.02%
29,501
-675
465
$1.11M 0.02%
62,078
-16,943
466
$1.1M 0.02%
24,042
-95
467
$1.09M 0.02%
36,167
468
$1.09M 0.02%
16,993
+5,953
469
$1.08M 0.02%
19,856
+4,436
470
$1.08M 0.02%
20,582
+4,571
471
$1.07M 0.02%
31,172
-143
472
$1.06M 0.02%
12,940
-1,391
473
$1.05M 0.02%
16,805
-648
474
$1.05M 0.02%
3,428
+23
475
$1.05M 0.02%
6,799
+285
17 18
19
20 21