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
626
$396K 0.01%
13,945
-410
627
$395K 0.01%
4,177
-175
628
$395K 0.01%
13,910
+685
629
$394K 0.01%
7,478
-77
630
$387K 0.01%
26,564
-5,313
631
$384K 0.01%
1,942
-57
632
$382K 0.01%
12,594
-8
633
$382K 0.01%
+3,744
634
$378K 0.01%
332
+31
635
$377K 0.01%
1,878
+191
636
$376K 0.01%
6,547
-30
637
$376K 0.01%
4,395
+184
638
$375K 0.01%
26,130
-3,302
639
$375K 0.01%
7,500
640
$373K 0.01%
3,256
-398
641
$371K 0.01%
15,650
+3,525
642
$368K 0.01%
19,935
-1,093
643
$365K 0.01%
6,864
-490
644
$365K 0.01%
5,884
-244
645
$363K 0.01%
8,937
+2,086
646
$362K 0.01%
7,565
-309
647
$359K 0.01%
4,203
-93
648
$356K 0.01%
3,973
-395
649
$356K 0.01%
3,456
-1,105
650
$350K 0.01%
12,932
-140
24 25
26
27 28