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
501
$826K 0.02%
6,789
+597
502
$815K 0.02%
16,558
-1,414
503
$811K 0.02%
12,684
-164
504
$802K 0.02%
8,141
-1,637
505
$801K 0.02%
+21,172
506
$797K 0.01%
58,304
-22,664
507
$797K 0.01%
15,000
508
$795K 0.01%
14,749
+2,020
509
$794K 0.01%
5,099
510
$792K 0.01%
41,220
+2,650
511
$789K 0.01%
4,988
512
$785K 0.01%
4,462
+253
513
$780K 0.01%
3,907
+522
514
$772K 0.01%
3,120
+560
515
$771K 0.01%
3,028
-184
516
$770K 0.01%
23,587
+43
517
$768K 0.01%
4,047
-417
518
$768K 0.01%
26,089
+512
519
$759K 0.01%
3,059
-101
520
$750K 0.01%
9,595
+362
521
$749K 0.01%
19,774
-373
522
$749K 0.01%
36,533
-9,827
523
$742K 0.01%
11,001
-52
524
$741K 0.01%
18,602
-210
525
$738K 0.01%
14,438
+2,744
19 20
21
22 23