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
551
$615K 0.01%
9,374
-1,604
552
$608K 0.01%
7,665
+1,644
553
$605K 0.01%
17,409
-23
554
$601K 0.01%
15,012
-2,027
555
$587K 0.01%
20,132
+1,302
556
$586K 0.01%
1,838
-143
557
$583K 0.01%
3,564
-2,851
558
$581K 0.01%
20,815
+2,881
559
$574K 0.01%
3,857
+391
560
$572K 0.01%
3,208
561
$569K 0.01%
5,432
+757
562
$567K 0.01%
14,245
-3,740
563
$566K 0.01%
5,393
+571
564
$562K 0.01%
11,340
+1,953
565
$560K 0.01%
26,520
+712
566
$557K 0.01%
5,867
-943
567
$553K 0.01%
10,076
-818
568
$549K 0.01%
13,135
-5,415
569
$548K 0.01%
4,205
-107
570
$547K 0.01%
11,507
-2,166
571
$542K 0.01%
5,054
-4,519
572
$540K 0.01%
30,132
-886
573
$539K 0.01%
16,685
+1,781
574
$534K 0.01%
8,736
-16
575
$533K 0.01%
9,111
+91
21 22
23
24 25