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
2101
$313K ﹤0.01%
+12,876
2102
$313K ﹤0.01%
+5,118
2103
$311K ﹤0.01%
+31,566
2104
$310K ﹤0.01%
+4,942
2105
$310K ﹤0.01%
+7,867
2106
$310K ﹤0.01%
+29,903
2107
$309K ﹤0.01%
+9,505
2108
$309K ﹤0.01%
+4,317
2109
$309K ﹤0.01%
+213
2110
$308K ﹤0.01%
+6,714
2111
$307K ﹤0.01%
+10,565
2112
$307K ﹤0.01%
+8,352
2113
$306K ﹤0.01%
+7,500
2114
$306K ﹤0.01%
+5,773
2115
$305K ﹤0.01%
+4,640
2116
$305K ﹤0.01%
+8,941
2117
$305K ﹤0.01%
5,550
-1,770
2118
$304K ﹤0.01%
+7,057
2119
$302K ﹤0.01%
+1,880
2120
$302K ﹤0.01%
+21,255
2121
$300K ﹤0.01%
19,680
+3,245
2122
$300K ﹤0.01%
+2,150
2123
$299K ﹤0.01%
3,234
-806
2124
$299K ﹤0.01%
+3,941
2125
$299K ﹤0.01%
+2,795
83 84
85
86 87