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
151
$9.17M 0.17%
107,820
-7,456
152
$9.15M 0.17%
154,397
-8,143
153
$9M 0.17%
183,161
-7,747
154
$8.99M 0.17%
187,319
+3,839
155
$8.94M 0.17%
137,491
-188
156
$8.89M 0.17%
231,014
+2,414
157
$8.85M 0.17%
100,788
+835
158
$8.78M 0.16%
12,482
-2,970
159
$8.71M 0.16%
165,946
-5,176
160
$8.65M 0.16%
26,938
-279
161
$8.59M 0.16%
449,021
+11,530
162
$8.57M 0.16%
93,738
-2,335
163
$8.57M 0.16%
50,555
-1,357
164
$8.54M 0.16%
270,914
-18,890
165
$8.47M 0.16%
61,679
+22,727
166
$8.46M 0.16%
156,138
-8,620
167
$8.46M 0.16%
139,257
-6,685
168
$8.43M 0.16%
54,438
-3,038
169
$8.41M 0.16%
102,231
+16,572
170
$8.24M 0.15%
122,219
+6,493
171
$8.19M 0.15%
34,983
+1,098
172
$8.08M 0.15%
100,597
-5,122
173
$8.06M 0.15%
947,739
+49,573
174
$7.95M 0.15%
44,989
-2,854
175
$7.82M 0.15%
164,929
-8,338
5 6
7
8 9