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
701
$267K 0.01%
3,311
-20
702
$266K 0.01%
16,575
+2,265
703
$264K ﹤0.01%
15,924
+3,619
704
$261K ﹤0.01%
3,369
705
$260K ﹤0.01%
3,922
-38
706
$259K ﹤0.01%
13,658
+470
707
$259K ﹤0.01%
+8,103
708
$257K ﹤0.01%
3,833
-442
709
$257K ﹤0.01%
3,915
-333
710
$256K ﹤0.01%
11,228
-30,612
711
$256K ﹤0.01%
2,551
+156
712
$255K ﹤0.01%
3,230
+566
713
$255K ﹤0.01%
3,087
-226
714
$254K ﹤0.01%
4,281
-244
715
$252K ﹤0.01%
4,175
+20
716
$249K ﹤0.01%
2,176
-217
717
$249K ﹤0.01%
9,418
-70
718
$248K ﹤0.01%
5,023
-2,519
719
$248K ﹤0.01%
5,120
+104
720
$246K ﹤0.01%
2,998
-3,333
721
$244K ﹤0.01%
+50,520
722
$243K ﹤0.01%
1,417
-332
723
$240K ﹤0.01%
10,922
+464
724
$239K ﹤0.01%
+5,645
725
$237K ﹤0.01%
8,237
-32,004
27 28
29
30 31