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
601
$462K 0.01%
10,000
602
$460K 0.01%
5,625
-1,041
603
$457K 0.01%
+5,448
604
$454K 0.01%
8,027
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605
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18,486
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606
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607
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6,835
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608
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609
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9,619
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611
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612
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614
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615
$425K 0.01%
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616
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30,600
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620
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623
$403K 0.01%
9,660
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624
$400K 0.01%
37,017
-4,000
625
$399K 0.01%
7,472
-876
23 24
25
26 27