Institutional investor · Portfolio as of Q1 2020
TRUIST FINANCIAL CORP manages $38.2B across 2374 positions as of Q1 2020. Top holdings: IVV (2.8%), SPY (2.4%), MSFT (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 175 new positions, 290 exits, 942 increased. Top move: VIG (INCREASED, conviction 79). Portfolio: $38.2B across 2374 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile