Institutional investor · Portfolio as of Q4 2020
Quarterly Portfolio Change
TRUIST FINANCIAL CORP manages $53.7B across 2911 positions as of Q4 2020. Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 568 new positions, 94 exits, 1534 increased. No standout high-conviction moves this quarter. Portfolio: $53.7B across 2911 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Funds with similar investing DNA
No holdings data available for 2020-Q4. This filer may not have filed for this period.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer