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
201
$52M 0.11%
944,349
+784,670
202
$51.6M 0.1%
+1,674,650
203
$51.4M 0.1%
8,739,080
+7,584,600
204
$50.9M 0.1%
2,403,759
+2,374,140
205
$50.6M 0.1%
1,064,869
+1,045,318
206
$50.2M 0.1%
+1,393,022
207
$50M 0.1%
43,714
+43,328
208
$49.9M 0.1%
1,322,922
+1,077,424
209
$49.9M 0.1%
447,521
+279,586
210
$49.7M 0.1%
909,535
+825,969
211
$49.5M 0.1%
992,097
+161,052
212
$49.3M 0.1%
370,946
+334,647
213
$49.1M 0.1%
575,388
+164,172
214
$48.8M 0.1%
526,318
+432,714
215
$47.8M 0.1%
598,230
+569,132
216
$47.7M 0.1%
+737,405
217
$47.6M 0.1%
810,663
+672,622
218
$47.5M 0.1%
292,352
+257,877
219
$47.5M 0.1%
1,047,544
+1,039,999
220
$47.3M 0.1%
+583,673
221
$46.8M 0.1%
327,299
+309,605
222
$46.8M 0.1%
792,411
+663,851
223
$45.9M 0.09%
710,446
+703,065
224
$45.8M 0.09%
5,140,504
+5,126,635
225
$45.5M 0.09%
193,670
+167,774
7 8
9
10 11