TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2021
Top Holdings2,622 positions
ISHARES TR | 5.1M | $2B | 3.5% | $296.22 | +24.45% | 7 qtrssince 2019-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 3.3M | $1.3B | 2.3% | $284.51 | +29.45% | 7 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 5.4M | $1.3B | 2.2% | $147.82 | +52.43% | 7 qtrssince 2019-Q3 | Increased 56 |
COCA COLA CO | 20.8M | $1.1B | 1.9% | $44.73 | +0.28% | 7 qtrssince 2019-Q3 | Increased 51 |
APPLE INC | 8.6M | $1B | 1.8% | $67.68 | +75.47% | 7 qtrssince 2019-Q3 | Decreased 0 |
CARNIVAL CORP | 36.9M | $980.1M | 1.7% | $49.37 | -47.09% | 7 qtrssince 2019-Q3 | Increased 50 |
ISHARES TR | 27.4M | $717.8M | 1.2% | $22.55 | +0.98% | 6 qtrssince 2019-Q4 | Increased 55 |
HOME DEPOT INC | 2.2M | $664.4M | 1.2% | $189.40 | +40.53% | 7 qtrssince 2019-Q3 | Increased 52 |
AMAZON COM INC | 189,697 | $586.9M | 1.0% | $98.14 | +57.64% | 7 qtrssince 2019-Q3 | Increased 51 |
VANGUARD INDEX FDS | 4.2M | $557.7M | 1.0% | $102.64 | +12.52% | 7 qtrssince 2019-Q3 | Increased 47 |
JOHNSON & JOHNSON | 3.3M | $549.3M | 1.0% | $120.32 | +17.35% | 7 qtrssince 2019-Q3 | Increased 44 |
ALPHABET INC | 257,519 | $532.7M | 0.9% | $68.07 | +50.53% | 7 qtrssince 2019-Q3 | Increased 47 |
ISHARES TR | 2.1M | $502.5M | 0.9% | $41.43 | +42.09% | 7 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 4.5M | $485.9M | 0.8% | $79.38 | +25.55% | 7 qtrssince 2019-Q3 | Increased 52 |
ISHARES INC | 6.9M | $444M | 0.8% | $47.16 | +17.18% | 7 qtrssince 2019-Q3 | Increased 53 |
ISHARES TR | 6M | $432.6M | 0.8% | $54.61 | +10.42% | 7 qtrssince 2019-Q3 | Increased 50 |
JPMORGAN CHASE & CO. | 2.8M | $431.5M | 0.8% | $114.17 | +15.72% | 7 qtrssince 2019-Q3 | Increased 47 |
VISA INC | 2M | $422.3M | 0.7% | $181.31 | +12.12% | 7 qtrssince 2019-Q3 | Increased 51 |
ISHARES TR | 1.6M | $413.7M | 0.7% | $36.48 | +32.05% | 7 qtrssince 2019-Q3 | Increased 44 |
VANGUARD INDEX FDS | 2M | $411M | 0.7% | $160.06 | +19.72% | 7 qtrssince 2019-Q3 | Increased 57 |
TRUIST FINANCIAL CORP manages $57.5B across 2622 positions as of Q1 2021. Top holdings: IVV (3.5%), SPY (2.3%), MSFT (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 259 new positions, 173 exits, 1186 increased. Top move: VTI (INCREASED, conviction 57). Portfolio: $57.5B across 2622 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR