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
$49.1B
AUM Growth
+$43.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,462
New
Increased
Reduced
Closed

Top Buys

1
+$1.98B
2
+$1.35B
3
+$1.08B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$853M
5
MSFT icon
Microsoft
MSFT
+$756M

Top Sells

1
+$3.23M
2
+$1.43M
3
+$1.41M
4
GHC icon
Graham Holdings Company
GHC
+$1.4M
5
NLSN
Nielsen Holdings plc
NLSN
+$993K

Sector Composition

1 Consumer Discretionary 10.22%
2 Financials 9.92%
3 Healthcare 9.84%
4 Technology 9.83%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15M 0.03%
55,058
+49,538
477
$14.9M 0.03%
178,145
+132,957
478
$14.9M 0.03%
+121,653
479
$14.9M 0.03%
177,533
+161,388
480
$14.9M 0.03%
9,978
-946
481
$14.8M 0.03%
146,687
+81,253
482
$14.7M 0.03%
+180,745
483
$14.7M 0.03%
251,434
+42,825
484
$14.7M 0.03%
109,832
+71,645
485
$14.6M 0.03%
38,935
+17,419
486
$14.6M 0.03%
+158,618
487
$14.6M 0.03%
482,570
+316,727
488
$14.5M 0.03%
274,002
+93,238
489
$14.4M 0.03%
+206,541
490
$14.4M 0.03%
507,512
+298,836
491
$14.3M 0.03%
830,521
+761,469
492
$14.2M 0.03%
+422,633
493
$13.9M 0.03%
311,803
+294,168
494
$13.9M 0.03%
340,929
+238,053
495
$13.9M 0.03%
+155,937
496
$13.7M 0.03%
208,682
+89,776
497
$13.4M 0.03%
746,445
+679,280
498
$13.4M 0.03%
67,287
+31,152
499
$13.3M 0.03%
+596,259
500
$13.3M 0.03%
266,574
+195,678
18 19
20
21 22