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
726
$237K ﹤0.01%
6,000
727
$235K ﹤0.01%
10,361
-115
728
$235K ﹤0.01%
3,847
-1,529
729
$234K ﹤0.01%
5,100
+100
730
$233K ﹤0.01%
1,339
-202
731
$233K ﹤0.01%
2,436
-150
732
$233K ﹤0.01%
3,515
-10
733
$232K ﹤0.01%
2,669
-32
734
$231K ﹤0.01%
12,343
-11,621
735
$227K ﹤0.01%
5,578
736
$223K ﹤0.01%
5,673
-2,478
737
$223K ﹤0.01%
5,000
738
$221K ﹤0.01%
+4,894
739
$221K ﹤0.01%
1,951
-144
740
$220K ﹤0.01%
+310
741
$220K ﹤0.01%
+1,733
742
$217K ﹤0.01%
1,043
-120
743
$216K ﹤0.01%
3,201
+2,180
744
$215K ﹤0.01%
+4,197
745
$215K ﹤0.01%
10,335
+675
746
$212K ﹤0.01%
12,746
+2,030
747
$211K ﹤0.01%
15,810
+713
748
$210K ﹤0.01%
+4,300
749
$210K ﹤0.01%
528
750
$210K ﹤0.01%
10,000
28 29
30
31 32