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
176
$7.8M 0.15%
100,270
-11,449
177
$7.64M 0.14%
240,894
-42,280
178
$7.58M 0.14%
180,565
+2,741
179
$7.56M 0.14%
190,558
-2,507
180
$7.53M 0.14%
176,902
-1,072
181
$7.42M 0.14%
134,273
+11,331
182
$7.32M 0.14%
272,600
+16,000
183
$7.3M 0.14%
61,178
-7,536
184
$7.29M 0.14%
219,239
-68,314
185
$7.26M 0.14%
150,894
-1,879
186
$7.23M 0.14%
147,985
-3,760
187
$7.19M 0.13%
67,171
-22,766
188
$7.15M 0.13%
279,342
+9,795
189
$7.13M 0.13%
109,395
-21,666
190
$7.13M 0.13%
216,707
-22,150
191
$6.96M 0.13%
48,031
-279
192
$6.88M 0.13%
43,989
+574
193
$6.87M 0.13%
549,998
-21,266
194
$6.86M 0.13%
39,163
+2,701
195
$6.84M 0.13%
95,183
+4,372
196
$6.81M 0.13%
98,609
-1,852
197
$6.75M 0.13%
12,082
-2,970
198
$6.74M 0.13%
126,518
+2,756
199
$6.73M 0.13%
315,287
-19,012
200
$6.66M 0.12%
65,792
-983
6 7
8
9 10