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
$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
126
$11.5M 0.22%
315,276
-7,325
127
$11.1M 0.21%
136,904
+64,128
128
$10.9M 0.2%
109,454
+15,806
129
$10.9M 0.2%
53,569
-935
130
$10.7M 0.2%
101,738
+2,150
131
$10.6M 0.2%
190,887
-4,892
132
$10.3M 0.19%
382,258
-20,751
133
$10.3M 0.19%
147,918
-13,980
134
$10.3M 0.19%
103,395
+47,877
135
$10.2M 0.19%
142,337
-8,570
136
$10.1M 0.19%
64,276
-493
137
$9.91M 0.19%
103,217
-3,680
138
$9.9M 0.18%
545,856
-30,345
139
$9.86M 0.18%
518,770
-16,807
140
$9.83M 0.18%
67,270
-772
141
$9.82M 0.18%
307,818
+6,036
142
$9.79M 0.18%
88,378
+9,016
143
$9.69M 0.18%
158,263
+1,441
144
$9.66M 0.18%
189,089
-12,992
145
$9.59M 0.18%
104,302
-8,609
146
$9.44M 0.18%
298,180
+12,680
147
$9.42M 0.18%
103,802
-4,465
148
$9.33M 0.17%
75,283
-8,179
149
$9.25M 0.17%
63,070
-5,777
150
$9.18M 0.17%
212,059
+1,134
4 5
6
7 8