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
526
$732K 0.01%
12,412
+1,269
527
$731K 0.01%
10,000
528
$725K 0.01%
17,685
-3,512
529
$712K 0.01%
+6,881
530
$712K 0.01%
5,952
-219
531
$710K 0.01%
16,501
-73
532
$698K 0.01%
10,526
-425
533
$683K 0.01%
26,868
+10,716
534
$672K 0.01%
17,334
-31
535
$669K 0.01%
16,269
-714
536
$666K 0.01%
12,158
+7,888
537
$666K 0.01%
3,952
-1,944
538
$661K 0.01%
18,625
539
$658K 0.01%
18,000
+2,455
540
$657K 0.01%
5,123
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541
$656K 0.01%
11,025
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542
$654K 0.01%
17,152
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543
$652K 0.01%
20,461
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544
$648K 0.01%
5,100
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545
$644K 0.01%
5,293
-94
546
$640K 0.01%
15,000
547
$636K 0.01%
4,428
-1,200
548
$629K 0.01%
16,144
+396
549
$623K 0.01%
28,360
-2,272
550
$619K 0.01%
8,595
+219
20 21
22
23 24