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
776
$164K ﹤0.01%
11,874
777
$154K ﹤0.01%
10,000
778
$150K ﹤0.01%
18,045
+443
779
$141K ﹤0.01%
3,600
780
$131K ﹤0.01%
+10,354
781
$130K ﹤0.01%
10,000
782
$125K ﹤0.01%
10,000
-186
783
$121K ﹤0.01%
11,097
+206
784
$101K ﹤0.01%
+10,821
785
$100K ﹤0.01%
17,828
+7,683
786
$93K ﹤0.01%
12,347
787
$77K ﹤0.01%
13,073
788
$55K ﹤0.01%
+1,035
789
$47K ﹤0.01%
14,343
-192
790
$24K ﹤0.01%
+510
791
– –
-5,836
792
– –
-4,570
793
– –
-1,754
794
– –
-12,503
795
– –
-600
796
– –
-550
797
– –
-3,283
798
– –
-7,564
799
– –
-175
800
– –
-3,317
30 31
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