Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.98B
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
870
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$15.4M
3
+$12.1M
4
IPG icon
Interpublic Group of Companies
IPG
+$10.4M
5
SABR icon
Sabre
SABR
+$6.33M

Top Sells

1
+$29.9M
2
+$7.47M
3
+$7.32M
4
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$6.06M
5
CSCO icon
Cisco
CSCO
+$6M

Sector Composition

1 Financials 12.31%
2 Technology 11.14%
3 Healthcare 11.13%
4 Industrials 8.7%
5 Consumer Staples 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$163M 3.28%
3,656,069
-6,409
2
$125M 2.51%
2,007,673
+194,855
3
$85.2M 1.71%
749,063
-16,267
4
$78.6M 1.58%
2,187,956
-207,856
5
$77.7M 1.56%
329,665
+7,363
6
$76.2M 1.53%
1,156,360
-81,351
7
$75.5M 1.52%
606,492
-25,449
8
$70.9M 1.43%
1,515,436
+14,348
9
$70.2M 1.41%
856,272
-57,321
10
$60.8M 1.22%
1,542,429
+390,730
11
$58M 1.17%
838,629
+90,509
12
$57.9M 1.16%
1,187,121
-38,868
13
$54.3M 1.09%
485,749
-13,897
14
$50.1M 1.01%
1,480,937
-177,500
15
$47.9M 0.96%
417,057
+8,449
16
$45.1M 0.91%
1,315,715
+99,775
17
$43.6M 0.88%
336,207
-18,176
18
$38.7M 0.78%
674,861
+20,875
19
$37.9M 0.76%
553,680
-47,114
20
$37.8M 0.76%
230,574
-13,803
21
$37.7M 0.76%
1,200,530
-117,399
22
$37.6M 0.76%
576,673
-21,638
23
$37.4M 0.75%
616,768
-10,724
24
$36.8M 0.74%
409,672
-33,486
25
$36M 0.72%
1,109,895
-80,168
1
2 3 4 5