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
651
$348K 0.01%
10,770
+3,553
652
$348K 0.01%
1,998
-227
653
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654
$345K 0.01%
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655
$344K 0.01%
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$343K 0.01%
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657
$342K 0.01%
30,519
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658
$340K 0.01%
2,185
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659
$337K 0.01%
+4,287
660
$337K 0.01%
3,242
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661
$334K 0.01%
16,016
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662
$333K 0.01%
26,000
663
$333K 0.01%
10,551
-507
664
$332K 0.01%
6,052
665
$329K 0.01%
11,100
666
$326K 0.01%
100,000
667
$326K 0.01%
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668
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$322K 0.01%
1,361
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670
$321K 0.01%
2,875
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671
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2,475
672
$315K 0.01%
6,969
-348
673
$313K 0.01%
4,218
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674
$312K 0.01%
3,308
-41
675
$312K 0.01%
3,155
-944
25 26
27
28 29