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
1976
$401K ﹤0.01%
+13,589
1977
$400K ﹤0.01%
+1,200
1978
$398K ﹤0.01%
+15,889
1979
$397K ﹤0.01%
+5,408
1980
$396K ﹤0.01%
+19,900
1981
$396K ﹤0.01%
+2,743
1982
$394K ﹤0.01%
+24,348
1983
$394K ﹤0.01%
+21,816
1984
$394K ﹤0.01%
+23,092
1985
$394K ﹤0.01%
+15,073
1986
$393K ﹤0.01%
+29,330
1987
$393K ﹤0.01%
+26,526
1988
$390K ﹤0.01%
35,474
+2,451
1989
$390K ﹤0.01%
+36,416
1990
$390K ﹤0.01%
+2,823
1991
$389K ﹤0.01%
5,968
+2,150
1992
$389K ﹤0.01%
+12,274
1993
$388K ﹤0.01%
+7,718
1994
$386K ﹤0.01%
+23,800
1995
$386K ﹤0.01%
+71,673
1996
$385K ﹤0.01%
+18,096
1997
$385K ﹤0.01%
+5,605
1998
$385K ﹤0.01%
+28,705
1999
$383K ﹤0.01%
+16,691
2000
$382K ﹤0.01%
+11,178
78 79
80
81 82