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
476
$1.05M 0.02%
44,555
-3,262
477
$1.04M 0.02%
14,700
+1,800
478
$1.03M 0.02%
29,332
+1,368
479
$1.02M 0.02%
15,528
+866
480
$1.01M 0.02%
8,598
-75
481
$1.01M 0.02%
11,497
-184
482
$1.01M 0.02%
14,392
-174
483
$1M 0.02%
18,686
-4,690
484
$998K 0.02%
+24,658
485
$964K 0.02%
22,380
-3,494
486
$964K 0.02%
14,771
-906
487
$955K 0.02%
6,952
-4,242
488
$942K 0.02%
2,080
+700
489
$926K 0.02%
29,683
490
$920K 0.02%
6,786
-1,702
491
$915K 0.02%
+8,216
492
$905K 0.02%
39,512
-360
493
$904K 0.02%
22,242
-12,870
494
$895K 0.02%
19,462
-866
495
$894K 0.02%
91,846
-910
496
$893K 0.02%
14,819
+9,223
497
$893K 0.02%
18,027
-1,325
498
$892K 0.02%
6,002
-360
499
$878K 0.02%
13,164
+283
500
$875K 0.02%
54,722
+270
18 19
20
21 22