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
$49.1B
AUM Growth
+$43.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,462
New
Increased
Reduced
Closed

Top Buys

1
+$1.98B
2
+$1.35B
3
+$1.08B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$853M
5
MSFT icon
Microsoft
MSFT
+$756M

Top Sells

1
+$3.23M
2
+$1.43M
3
+$1.41M
4
GHC icon
Graham Holdings Company
GHC
+$1.4M
5
NLSN
Nielsen Holdings plc
NLSN
+$993K

Sector Composition

1 Consumer Discretionary 10.22%
2 Financials 9.92%
3 Healthcare 9.84%
4 Technology 9.83%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4.3M 0.01%
57,834
+35,715
802
$4.29M 0.01%
59,974
+6,328
803
$4.28M 0.01%
+133,433
804
$4.28M 0.01%
1,291,652
+642,743
805
$4.25M 0.01%
+77,653
806
$4.25M 0.01%
+159,938
807
$4.24M 0.01%
+62,158
808
$4.22M 0.01%
+35,254
809
$4.19M 0.01%
+110,079
810
$4.18M 0.01%
+74,712
811
$4.18M 0.01%
+64,625
812
$4.18M 0.01%
+62,665
813
$4.17M 0.01%
+128,021
814
$4.17M 0.01%
+217,122
815
$4.17M 0.01%
+141,449
816
$4.16M 0.01%
38,976
+17,390
817
$4.16M 0.01%
59,138
+24,413
818
$4.16M 0.01%
55,114
+52,360
819
$4.15M 0.01%
54,846
+45,830
820
$4.13M 0.01%
+61,134
821
$4.13M 0.01%
+69,493
822
$4.13M 0.01%
+164,373
823
$4.11M 0.01%
+108,760
824
$4.11M 0.01%
+37,457
825
$4.11M 0.01%
+70,593
31 32
33
34 35