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
151
$72.3M 0.15%
1,134,676
+983,908
152
$71.9M 0.15%
573,004
+569,120
153
$71.7M 0.15%
1,204,268
+57,328
154
$71.6M 0.15%
+814,504
155
$71.2M 0.14%
751,428
+604,435
156
$69.7M 0.14%
214,443
+190,791
157
$68.6M 0.14%
550,699
+438,710
158
$68.1M 0.14%
1,622,839
+1,524,206
159
$68M 0.14%
3,329,767
+3,317,224
160
$67.5M 0.14%
764,626
+428,359
161
$67.2M 0.14%
133,622
+112,109
162
$67.1M 0.14%
2,315,116
+2,265,247
163
$66.2M 0.13%
+724,471
164
$65.8M 0.13%
478,017
+356,985
165
$65.6M 0.13%
647,623
+600,550
166
$65.3M 0.13%
509,490
+459,553
167
$65.3M 0.13%
411,026
+408,370
168
$65.1M 0.13%
751,632
+687,718
169
$65.1M 0.13%
534,228
+528,507
170
$64.2M 0.13%
2,112,810
+2,103,238
171
$64.1M 0.13%
332,380
+320,246
172
$63.3M 0.13%
191,960
+139,338
173
$63.3M 0.13%
+467,157
174
$62.6M 0.13%
488,328
+412,668
175
$62.6M 0.13%
556,458
+537,742
5 6
7
8 9