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
101
$119M 0.24%
806,216
+739,397
102
$119M 0.24%
952,150
+944,420
103
$118M 0.24%
930,729
+862,866
104
$118M 0.24%
+2,793,465
105
$112M 0.23%
1,924,372
+1,813,093
106
$108M 0.22%
573,354
+557,340
107
$107M 0.22%
728,356
+626,707
108
$107M 0.22%
359,342
+321,548
109
$107M 0.22%
2,023,722
+1,673,104
110
$106M 0.22%
1,816,743
+1,644,811
111
$105M 0.21%
1,766,665
+1,394,421
112
$100M 0.2%
1,685,405
+1,510,843
113
$100M 0.2%
669,654
+594,973
114
$99.9M 0.2%
2,425,127
+2,162,760
115
$99.1M 0.2%
1,196,702
+1,018,259
116
$96.8M 0.2%
1,489,311
+1,357,504
117
$96.2M 0.2%
2,023,672
+1,905,516
118
$95.1M 0.19%
1,101,473
+1,004,330
119
$95.1M 0.19%
362,919
+319,325
120
$94.4M 0.19%
429,422
+316,175
121
$93.6M 0.19%
1,381,676
+1,296,389
122
$93.4M 0.19%
983,108
+906,206
123
$92.4M 0.19%
1,258,715
+1,106,479
124
$91.8M 0.19%
472,634
+398,558
125
$91.7M 0.19%
2,546,471
+2,536,851
3 4
5
6 7