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
$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
1
$166M 3.1%
3,338,676
-152,426
2
$164M 3.06%
2,326,357
+76,344
3
$107M 2%
401,837
+14,856
4
$89.6M 1.68%
665,607
+6,848
5
$89.4M 1.67%
1,045,180
-25,385
6
$86.4M 1.61%
1,659,580
+56,412
7
$81M 1.51%
1,913,740
-58,600
8
$80.6M 1.51%
1,710,422
+42,082
9
$72.7M 1.36%
520,669
-25,399
10
$71.6M 1.34%
931,841
+26,669
11
$68.4M 1.28%
818,124
-11,242
12
$61.9M 1.16%
1,631,510
+91,275
13
$60M 1.12%
620,291
+42,870
14
$50.7M 0.95%
423,137
-11,577
15
$50M 0.93%
943,993
-75,101
16
$50M 0.93%
1,304,352
-40,072
17
$49.8M 0.93%
400,623
+17,710
18
$44.7M 0.84%
202,748
-6,888
19
$43.2M 0.81%
941,539
+15,861
20
$41.9M 0.78%
237,374
-8,721
21
$41.8M 0.78%
243,040
-20,050
22
$40.7M 0.76%
907,268
+87,611
23
$39.2M 0.73%
397,935
+6,185
24
$39M 0.73%
255,031
-10,990
25
$37.6M 0.7%
680,814
+11,820
1
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