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
101
$14.6M 0.27%
200,595
-19,204
102
$14.1M 0.26%
95,694
+2,045
103
$14.1M 0.26%
258,532
+5,850
104
$14.1M 0.26%
222,141
-69,141
105
$13.9M 0.26%
165,064
-2,662
106
$13.8M 0.26%
292,425
+12,503
107
$13.8M 0.26%
249,297
-20,654
108
$13.6M 0.25%
112,697
-5,131
109
$13.4M 0.25%
292,063
+36,530
110
$13.4M 0.25%
67,359
+478
111
$13.1M 0.25%
138,348
-7,839
112
$12.7M 0.24%
165,405
-3,395
113
$12.7M 0.24%
142,492
-6,487
114
$12.6M 0.24%
409,384
115
$12.5M 0.23%
172,922
-2,168
116
$12.5M 0.23%
237,896
+40,236
117
$12.3M 0.23%
93,540
-6,732
118
$12.1M 0.23%
579,454
-43,353
119
$12M 0.22%
111,706
-3,037
120
$12M 0.22%
203,099
-13,154
121
$11.8M 0.22%
82,194
-1,501
122
$11.8M 0.22%
113,454
-257
123
$11.7M 0.22%
181,043
-5,779
124
$11.7M 0.22%
143,988
+2,194
125
$11.5M 0.22%
448,710
-28,870
3 4
5
6 7