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
1101
$2.13M ﹤0.01%
+48,780
1102
$2.13M ﹤0.01%
+68,323
1103
$2.13M ﹤0.01%
84,113
+73,708
1104
$2.13M ﹤0.01%
+60,197
1105
$2.11M ﹤0.01%
+32,250
1106
$2.1M ﹤0.01%
+47,699
1107
$2.1M ﹤0.01%
+59,701
1108
$2.1M ﹤0.01%
18,908
+10,306
1109
$2.1M ﹤0.01%
6,346
+1,396
1110
$2.1M ﹤0.01%
+39,527
1111
$2.08M ﹤0.01%
+42,106
1112
$2.08M ﹤0.01%
88,603
+47,620
1113
$2.07M ﹤0.01%
+25,542
1114
$2.07M ﹤0.01%
27,659
+2,518
1115
$2.06M ﹤0.01%
67,143
+48,376
1116
$2.06M ﹤0.01%
+25,062
1117
$2.06M ﹤0.01%
+161,840
1118
$2.05M ﹤0.01%
49,706
+14,606
1119
$2.05M ﹤0.01%
+13,144
1120
$2.04M ﹤0.01%
+39,123
1121
$2.03M ﹤0.01%
+106,898
1122
$2.01M ﹤0.01%
+92,114
1123
$2.01M ﹤0.01%
+46,347
1124
$2M ﹤0.01%
+27,924
1125
$1.99M ﹤0.01%
+67,275
43 44
45
46 47