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
501
$13.3M 0.03%
169,130
+166,446
502
$13.2M 0.03%
+315,587
503
$13M 0.03%
+233,702
504
$12.9M 0.03%
+292,416
505
$12.8M 0.03%
+252,246
506
$12.7M 0.03%
209,630
+182,258
507
$12.7M 0.03%
+510,616
508
$12.7M 0.03%
+717,778
509
$12.7M 0.03%
264,576
+246,861
510
$12.6M 0.03%
+182,431
511
$12.6M 0.03%
+95,816
512
$12.5M 0.03%
142,628
+45,308
513
$12.4M 0.03%
+404,095
514
$12.4M 0.03%
+544,098
515
$12.4M 0.03%
82,957
+81,265
516
$12.3M 0.03%
72,704
+61,912
517
$12.3M 0.02%
198,924
+24,651
518
$12.3M 0.02%
+254,075
519
$12.2M 0.02%
+208,397
520
$12.1M 0.02%
158,097
+111,132
521
$12.1M 0.02%
+389,110
522
$12.1M 0.02%
+501,507
523
$11.9M 0.02%
+276,988
524
$11.9M 0.02%
+408,662
525
$11.9M 0.02%
139,679
+136,560
19 20
21
22 23