Institutional investor · Portfolio as of Q1 2023
Quarterly Portfolio Change
TRUIST FINANCIAL CORP manages $58B across 2543 positions as of Q1 2023. Top holdings: IVV (4.3%), MSFT (2.5%), SPY (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 181 new positions, 175 exits, 1084 increased. Top move: VOO (INCREASED, conviction 76). Portfolio: $58.0B across 2543 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