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
576
$532K 0.01%
5,292
-43
577
$525K 0.01%
3,595
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$524K 0.01%
10,000
579
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4,437
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581
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18,027
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582
$514K 0.01%
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583
$513K 0.01%
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584
$513K 0.01%
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585
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586
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$496K 0.01%
6,046
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590
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591
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28,368
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594
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595
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$466K 0.01%
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597
$465K 0.01%
6,067
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$464K 0.01%
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599
$463K 0.01%
8,193
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600
$463K 0.01%
55,750
22 23
24
25 26