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
676
$312K 0.01%
6,040
+1,550
677
$310K 0.01%
5,536
-1,186
678
$307K 0.01%
7,910
-140
679
$306K 0.01%
3,975
-1,170
680
$304K 0.01%
6,600
681
$302K 0.01%
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682
$299K 0.01%
4,594
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683
$295K 0.01%
8,492
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684
$295K 0.01%
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-55
685
$292K 0.01%
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686
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687
$287K 0.01%
5,033
688
$285K 0.01%
7,845
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689
$284K 0.01%
4,424
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690
$284K 0.01%
2,762
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691
$284K 0.01%
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692
$283K 0.01%
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693
$283K 0.01%
2,306
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694
$282K 0.01%
8,800
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695
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696
$277K 0.01%
+13,191
697
$277K 0.01%
7,353
698
$272K 0.01%
15,810
699
$271K 0.01%
1,440
-55
700
$268K 0.01%
2,155
-60
26 27
28
29 30