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
751
$209K ﹤0.01%
3,642
752
$209K ﹤0.01%
5,618
753
$208K ﹤0.01%
+2,917
754
$206K ﹤0.01%
8,910
-625
755
$206K ﹤0.01%
10,000
-400
756
$206K ﹤0.01%
+1,855
757
$203K ﹤0.01%
6,000
758
$203K ﹤0.01%
+2,087
759
$203K ﹤0.01%
2,000
760
$203K ﹤0.01%
5,990
-450
761
$202K ﹤0.01%
13,445
-5,310
762
$202K ﹤0.01%
+6,339
763
$201K ﹤0.01%
1,331
-330
764
$197K ﹤0.01%
14,316
765
$194K ﹤0.01%
13,394
-1,210
766
$190K ﹤0.01%
10,090
767
$190K ﹤0.01%
10,053
-1,000
768
$184K ﹤0.01%
19,397
-616
769
$179K ﹤0.01%
10,334
+334
770
$177K ﹤0.01%
34,837
+770
771
$174K ﹤0.01%
14,280
+199
772
$172K ﹤0.01%
15,429
+395
773
$167K ﹤0.01%
1,000
774
$165K ﹤0.01%
10,488
+237
775
$165K ﹤0.01%
13,932
-686
29 30
31
32 33