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
2201
$258K ﹤0.01%
+6,934
2202
$258K ﹤0.01%
+5,961
2203
$257K ﹤0.01%
+3,063
2204
$257K ﹤0.01%
+2,237
2205
$256K ﹤0.01%
+28,765
2206
$256K ﹤0.01%
+6,475
2207
$256K ﹤0.01%
+12,512
2208
$255K ﹤0.01%
+20,223
2209
$255K ﹤0.01%
+7,109
2210
$255K ﹤0.01%
+11,678
2211
$255K ﹤0.01%
+3,189
2212
$255K ﹤0.01%
+4,672
2213
$254K ﹤0.01%
8,143
+1,318
2214
$253K ﹤0.01%
+18,272
2215
$253K ﹤0.01%
+16,200
2216
$253K ﹤0.01%
+10,014
2217
$252K ﹤0.01%
+4,115
2218
$252K ﹤0.01%
+17,208
2219
$251K ﹤0.01%
15,927
+3,240
2220
$251K ﹤0.01%
+13,712
2221
$251K ﹤0.01%
+5,623
2222
$251K ﹤0.01%
+4,954
2223
$251K ﹤0.01%
+6,557
2224
$250K ﹤0.01%
+3,656
2225
$249K ﹤0.01%
7,559
-949
87 88
89
90 91