Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
76
$17.8M 0.33%
969,600
-79,460
77
$17.8M 0.33%
339,755
-8,731
78
$17.7M 0.33%
350,848
-24,736
79
$17.6M 0.33%
233,237
-7,151
80
$17M 0.32%
221,576
+1,802
81
$16.9M 0.32%
235,660
-19,479
82
$16.8M 0.31%
124,995
-3,589
83
$16.7M 0.31%
319,496
+12,538
84
$16.3M 0.31%
94,776
+921
85
$16.3M 0.3%
265,476
-3,559
86
$16.2M 0.3%
95,370
-4,017
87
$16.2M 0.3%
220,797
+31,060
88
$16.1M 0.3%
166,256
-11,560
89
$16.1M 0.3%
92,405
+294
90
$16.1M 0.3%
174,743
+67,959
91
$15.9M 0.3%
143,138
+5,418
92
$15.6M 0.29%
212,374
+11,890
93
$15.6M 0.29%
231,203
-12,199
94
$15.5M 0.29%
222,349
-12,258
95
$15.5M 0.29%
186,393
+3,706
96
$15M 0.28%
206,224
+1,967
97
$14.9M 0.28%
389,368
-21,670
98
$14.8M 0.28%
177,170
-31,259
99
$14.7M 0.27%
358,502
-16,959
100
$14.6M 0.27%
96,870
-9,649
2 3
4
5 6