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
2051
$345K ﹤0.01%
+10,906
2052
$345K ﹤0.01%
+11,015
2053
$343K ﹤0.01%
+10,336
2054
$343K ﹤0.01%
+15,005
2055
$342K ﹤0.01%
+21,582
2056
$340K ﹤0.01%
+39,801
2057
$339K ﹤0.01%
+12,375
2058
$337K ﹤0.01%
+20,231
2059
$336K ﹤0.01%
+35,942
2060
$333K ﹤0.01%
+4,403
2061
$331K ﹤0.01%
+21,150
2062
$331K ﹤0.01%
+15,079
2063
$331K ﹤0.01%
6,167
-503
2064
$331K ﹤0.01%
+22,852
2065
$330K ﹤0.01%
+18,712
2066
$330K ﹤0.01%
+6,593
2067
$329K ﹤0.01%
+13,025
2068
$328K ﹤0.01%
+27,456
2069
$327K ﹤0.01%
+8,572
2070
$327K ﹤0.01%
+28,059
2071
$325K ﹤0.01%
+6,321
2072
$325K ﹤0.01%
+5,324
2073
$324K ﹤0.01%
+4,759
2074
$324K ﹤0.01%
+21,552
2075
$323K ﹤0.01%
+7,175
81 82
83
84 85