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
526
$11.8M 0.02%
89,215
+83,843
527
$11.6M 0.02%
+698,403
528
$11.6M 0.02%
+419,713
529
$11.6M 0.02%
+46,158
530
$11.6M 0.02%
+717,147
531
$11.5M 0.02%
568,599
+544,146
532
$11.5M 0.02%
+117,280
533
$11.5M 0.02%
49,618
+24,318
534
$11.4M 0.02%
+117,474
535
$11.4M 0.02%
75,309
+52,015
536
$11.4M 0.02%
+204,693
537
$11.3M 0.02%
142,354
+60,219
538
$11.2M 0.02%
54,002
+40,093
539
$11.2M 0.02%
+186,264
540
$11.2M 0.02%
544,537
+532,911
541
$11.2M 0.02%
92,813
+88,527
542
$11.1M 0.02%
1,193,781
+1,132,744
543
$11.1M 0.02%
+220,019
544
$11.1M 0.02%
208,908
+202,658
545
$11.1M 0.02%
53,700
+31,415
546
$11M 0.02%
74,916
+62,579
547
$11M 0.02%
121,280
+113,174
548
$11M 0.02%
+215,627
549
$10.9M 0.02%
163,208
+147,702
550
$10.9M 0.02%
204,628
+199,554
20 21
22
23 24