Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
26
$36.7M 0.69%
149,507
+5,270
27
$36.4M 0.68%
564,977
+16,453
28
$36.3M 0.68%
786,734
+41,081
29
$36.1M 0.68%
635,209
+58,409
30
$36M 0.67%
1,047,639
-28,541
31
$35.4M 0.66%
231,889
-8,898
32
$34.7M 0.65%
451,107
-24,922
33
$34M 0.63%
231,149
-8,514
34
$33.3M 0.62%
1,133,470
-30,269
35
$32.1M 0.6%
349,166
-9,250
36
$32.1M 0.6%
269,059
+1,722
37
$31.6M 0.59%
588,324
-12,430
38
$30.1M 0.56%
987,817
+38,380
39
$29.2M 0.55%
188,928
-3,597
40
$29.1M 0.54%
543,252
-21,389
41
$28.9M 0.54%
536,200
+54,744
42
$28.9M 0.54%
551,520
-7,940
43
$28.3M 0.53%
442,596
-53,395
44
$28.1M 0.52%
479,920
+13,520
45
$27.7M 0.52%
262,642
+5,844
46
$27.1M 0.51%
216,280
+959
47
$26.7M 0.5%
118,722
-4,699
48
$26.6M 0.5%
298,113
-3,406
49
$25.8M 0.48%
285,161
-15,944
50
$25.6M 0.48%
224,343
+2,852
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