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
126
$89M 0.18%
588,534
+554,661
127
$88M 0.18%
299,477
+291,107
128
$87.7M 0.18%
+1,634,728
129
$87.5M 0.18%
+1,086,009
130
$87.3M 0.18%
956,727
+798,370
131
$86.8M 0.18%
+2,061,096
132
$85.5M 0.17%
+1,340,888
133
$85.3M 0.17%
2,797,877
+2,665,987
134
$85.3M 0.17%
1,708,598
+1,480,209
135
$85.2M 0.17%
514,416
+402,815
136
$84.9M 0.17%
2,377,752
+2,067,402
137
$84.3M 0.17%
258,688
+226,786
138
$82.4M 0.17%
288,907
+287,187
139
$82.1M 0.17%
1,573,129
+1,456,904
140
$79.6M 0.16%
596,243
+530,820
141
$78.3M 0.16%
1,449,489
+1,294,948
142
$77.9M 0.16%
200,064
+174,548
143
$77.3M 0.16%
2,055,958
+2,045,713
144
$76.2M 0.15%
359,071
+247,574
145
$75.1M 0.15%
1,287,424
+1,281,649
146
$74.8M 0.15%
853,101
+847,356
147
$74.6M 0.15%
418,254
+405,574
148
$74.5M 0.15%
671,802
+587,366
149
$73.4M 0.15%
3,403,445
+3,384,588
150
$73.1M 0.15%
502,946
+494,577
4 5
6
7 8