TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2020
Top Holdings2,433 positions
ISHARES CORE S&P 500 ETF | 4.9M | $1.7B | 3.6% | $291.36 | +6.05% | 5 qtrssince 2019-Q3 | Increased 59 |
SS SPDR S&P 500 ETF TRUST-US | 3.4M | $1.1B | 2.5% | $284.21 | +8.68% | 5 qtrssince 2019-Q3 | Increased 57 |
Microsoft Corp. | 5.4M | $1.1B | 2.5% | $145.75 | +37.24% | 5 qtrssince 2019-Q3 | Decreased 0 |
Apple Inc | 9.1M | $1.1B | 2.3% | $67.68 | +65.83% | 5 qtrssince 2019-Q3 | Increased 88 |
Coca-Cola Co/The | 20.7M | $1B | 2.2% | $44.73 | -7.57% | 5 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 26.3M | $734.3M | 1.6% | $22.53 | +6.45% | 4 qtrssince 2019-Q4 | Increased 53 |
CARNIVAL CORP | 38.6M | $585.5M | 1.3% | $49.41 | -69.77% | 5 qtrssince 2019-Q3 | Decreased 0 |
Home Depot Inc/The | 2M | $566.7M | 1.2% | $185.12 | +29.29% | 5 qtrssince 2019-Q3 | Decreased 0 |
Amazon.com Inc | 175,914 | $553.9M | 1.2% | $93.36 | +68.63% | 5 qtrssince 2019-Q3 | Decreased 0 |
Vanguard Dividend Appreciation | 4.1M | $525.2M | 1.1% | $97.43 | +18.40% | 5 qtrssince 2019-Q3 | Increased 51 |
Johnson & Johnson | 3.1M | $466.9M | 1.0% | $119.38 | +5.75% | 5 qtrssince 2019-Q3 | Decreased 0 |
ISHARES RUSSELL 1000 GROWTH | 2.1M | $464.4M | 1.0% | $41.29 | +26.85% | 5 qtrssince 2019-Q3 | Decreased 0 |
Merck & Co Inc | 4.6M | $383.2M | 0.8% | $69.57 | -5.64% | 5 qtrssince 2019-Q3 | Decreased 0 |
iShares Core MSCI EAFE ETF | 6M | $362.6M | 0.8% | $53.89 | -7.22% | 5 qtrssince 2019-Q3 | Decreased 0 |
Verizon Communications Inc | 6.1M | $360.4M | 0.8% | $40.64 | +0.65% | 5 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 4.4M | $358.5M | 0.8% | $79.84 | -8.21% | 5 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc CL C | 240,120 | $352.9M | 0.8% | $65.61 | +10.94% | 5 qtrssince 2019-Q3 | Decreased 0 |
ISHARES MSCI EAFE ETF | 5.3M | $338.9M | 0.7% | $55.96 | -5.06% | 5 qtrssince 2019-Q3 | Decreased 0 |
Abbott Laboratories | 3M | $329.1M | 0.7% | $76.34 | +27.44% | 5 qtrssince 2019-Q3 | Decreased 0 |
Visa Inc | 1.6M | $327M | 0.7% | $176.23 | +8.61% | 5 qtrssince 2019-Q3 | Decreased 0 |
TRUIST FINANCIAL CORP manages $45.8B across 2433 positions as of Q3 2020. Top holdings: IVV (3.6%), SPY (2.5%), MSFT (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 233 new positions, 208 exits, 928 increased. Top move: AAPL (INCREASED, conviction 88). Portfolio: $45.8B across 2433 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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