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
551
$10.9M 0.02%
+260,132
552
$10.9M 0.02%
63,342
+14,853
553
$10.8M 0.02%
+206,484
554
$10.8M 0.02%
+370,276
555
$10.6M 0.02%
+465,730
556
$10.6M 0.02%
176,196
+156,496
557
$10.6M 0.02%
+176,175
558
$10.6M 0.02%
+208,982
559
$10.5M 0.02%
110,637
+81,076
560
$10.5M 0.02%
186,656
+168,107
561
$10.5M 0.02%
174,356
+160,099
562
$10.5M 0.02%
+414,987
563
$10.4M 0.02%
168,353
+121,956
564
$10.4M 0.02%
323,624
+283,114
565
$10.4M 0.02%
17,804
+17,315
566
$10.3M 0.02%
+43,483
567
$10.3M 0.02%
66,594
+29,343
568
$10.3M 0.02%
+257,526
569
$10.2M 0.02%
+764,497
570
$10.2M 0.02%
+297,091
571
$10M 0.02%
+252,110
572
$10M 0.02%
+215,592
573
$9.99M 0.02%
178,670
+165,321
574
$9.94M 0.02%
+232,653
575
$9.86M 0.02%
57,238
+52,760
21 22
23
24 25