Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
+$5.61M
2
+$5.31M
3
+$5.14M
4
AXP icon
American Express
AXP
+$4.56M
5
ADI icon
Analog Devices
ADI
+$4.31M

Top Sells

1
+$7.36M
2
+$7.2M
3
+$6.48M
4
NVS icon
Novartis
NVS
+$6.04M
5
MCK icon
McKesson
MCK
+$5.77M

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
51
$25.3M 0.47%
443,642
-14,234
52
$25.3M 0.47%
418,992
+6,614
53
$24.6M 0.46%
124,751
-3,228
54
$24.3M 0.45%
607,284
-10,914
55
$23.9M 0.45%
223,633
-3,225
56
$23.2M 0.43%
787,274
-7,561
57
$23M 0.43%
1,189,807
-75
58
$22.7M 0.42%
374,522
-7,058
59
$22M 0.41%
308,638
-47,250
60
$21.9M 0.41%
155,660
-4,447
61
$21.2M 0.4%
199,790
-368
62
$20.7M 0.39%
189,756
+28,046
63
$20.7M 0.39%
223,179
-13,643
64
$20.7M 0.39%
528,073
-16,281
65
$20.6M 0.38%
184,934
-3,932
66
$20.5M 0.38%
388,620
-7,360
67
$20.3M 0.38%
213,163
-8,843
68
$20.1M 0.38%
267,646
-80,092
69
$20M 0.37%
106,534
-3,904
70
$19.9M 0.37%
246,215
+1,626
71
$19.7M 0.37%
171,354
+15,158
72
$19.4M 0.36%
102,457
+2,349
73
$19M 0.36%
237,946
+18,870
74
$18.9M 0.35%
232,279
-8,222
75
$18M 0.34%
61,165
-3,198
1 2
3
4 5