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
$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
1
$1.99B 4.05%
39,182,079
+38,990,776
2
$1.36B 2.75%
4,192,160
+4,170,702
3
$1.13B 2.29%
20,364,488
+19,468,428
4
$1.01B 2.05%
3,129,420
+2,648,805
5
$910M 1.85%
5,768,208
+4,796,176
6
$714M 1.45%
9,727,484
+8,049,756
7
$519M 1.05%
+19,993,852
8
$479M 0.97%
3,285,624
+2,902,319
9
$472M 0.96%
2,682,518
+2,081,739
10
$456M 0.93%
6,989,138
+6,674,604
11
$449M 0.91%
2,057,535
+1,875,910
12
$435M 0.88%
6,270,217
+3,466,552
13
$419M 0.85%
4,829,118
+4,716,225
14
$412M 0.84%
6,716,220
+5,854,000
15
$380M 0.77%
2,723,204
+2,491,697
16
$367M 0.75%
5,497,020
+4,922,600
17
$361M 0.73%
3,808,763
+3,390,275
18
$355M 0.72%
7,402,038
+6,322,085
19
$352M 0.72%
2,578,094
+2,181,830
20
$350M 0.71%
6,506,806
+5,342,886
21
$338M 0.69%
8,212,545
+4,739,310
22
$333M 0.68%
3,764,690
+3,290,719
23
$326M 0.66%
5,794,263
+2,785,183
24
$325M 0.66%
3,736,597
+3,346,924
25
$306M 0.62%
3,645,044
+2,056,091
1
2 3 4 5