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
1501
$864K ﹤0.01%
+20,330
1502
$863K ﹤0.01%
+22,572
1503
$861K ﹤0.01%
+8,237
1504
$860K ﹤0.01%
5,934
-251
1505
$860K ﹤0.01%
+33,366
1506
$859K ﹤0.01%
+29,802
1507
$854K ﹤0.01%
+34,488
1508
$854K ﹤0.01%
+7,114
1509
$852K ﹤0.01%
+7,096
1510
$850K ﹤0.01%
+17,503
1511
$850K ﹤0.01%
6,603
+3,662
1512
$849K ﹤0.01%
15,315
+10,900
1513
$846K ﹤0.01%
+61,486
1514
$845K ﹤0.01%
+27,483
1515
$844K ﹤0.01%
+16,284
1516
$841K ﹤0.01%
+39,589
1517
$837K ﹤0.01%
+35,870
1518
$837K ﹤0.01%
+29,191
1519
$836K ﹤0.01%
+16,465
1520
$835K ﹤0.01%
+64,220
1521
$834K ﹤0.01%
+13,222
1522
$829K ﹤0.01%
1,886
+876
1523
$829K ﹤0.01%
+94,517
1524
$827K ﹤0.01%
+17,494
1525
$827K ﹤0.01%
27,050
+10,313
59 60
61
62 63