Truist Financial Portfolio holdings
AUM
$68.2B
1-Year Return
17.56%
This Quarter Return
+2.3%
1 Year Return
+17.56%
3 Year Return
+61.5%
5 Year Return
+107.27%
10 Year Return
+214.27%
AUM
$65.6B
AUM Growth
-$333M
(-0.5%)
Cap. Flow
-$1.13B
Cap. Flow
% of AUM
-1.73%
Top 10 Holdings %
Top 10 Hldgs %
24.07%
Holding
2,766
New
164
Increased
950
Reduced
1,384
Closed
137
Top Buys
| 1 |
UnitedHealth
UNH
|
+$146M |
| 2 |
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
|
+$90.5M |
| 3 |
Marsh & McLennan
MMC
|
+$77.7M |
| 4 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
+$68.4M |
| 5 |
Eastman Chemical
EMN
|
+$60.5M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
+$148M |
| 2 |
CVS Health
CVS
|
+$148M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$132M |
| 4 |
Accenture
ACN
|
+$129M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$126M |
Sector Composition
| 1 | Technology | 14.31% |
| 2 | Financials | 8.58% |
| 3 | Healthcare | 7.14% |
| 4 | Consumer Discretionary | 5.32% |
| 5 | Consumer Staples | 5.19% |
