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
201
$6.63M 0.12%
48,848
-4,350
202
$6.61M 0.12%
99,134
-6,153
203
$6.61M 0.12%
57,498
-2,309
204
$6.58M 0.12%
148,523
-16,249
205
$6.54M 0.12%
152,830
+592
206
$6.52M 0.12%
41,828
-38,935
207
$6.47M 0.12%
102,343
-7,123
208
$6.46M 0.12%
34,582
+2,290
209
$6.45M 0.12%
76,060
-1,647
210
$6.38M 0.12%
53,164
-341
211
$6.22M 0.12%
84,652
-12,133
212
$6.22M 0.12%
96,124
+1,842
213
$6.12M 0.11%
83,078
-913
214
$6.1M 0.11%
42,306
-923
215
$6.07M 0.11%
37,756
-868
216
$6.07M 0.11%
39,142
+4,022
217
$6.03M 0.11%
43,128
-2,268
218
$6M 0.11%
45,181
+166
219
$6M 0.11%
47,686
+3,753
220
$5.92M 0.11%
125,488
-281
221
$5.89M 0.11%
111,706
-10,250
222
$5.88M 0.11%
134,084
+11,376
223
$5.79M 0.11%
72,161
-5,493
224
$5.76M 0.11%
133,942
-15,332
225
$5.72M 0.11%
16,547
-261
7 8
9
10 11