Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.82B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$7.26M
3
+$5.95M
4
QCOM icon
Qualcomm
QCOM
+$5.34M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.63M

Top Sells

1
+$10.5M
2
+$7.58M
3
+$6.33M
4
TEL icon
TE Connectivity
TEL
+$4.07M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.93M

Sector Composition

1 Financials 13.01%
2 Healthcare 10.36%
3 Energy 9.96%
4 Technology 9.71%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.74M 0.1%
29,887
+3,463
227
$2.73M 0.1%
37,701
-7,619
228
$2.72M 0.1%
32,518
-5,757
229
$2.62M 0.09%
53,686
+5,283
230
$2.59M 0.09%
34,001
-5,389
231
$2.55M 0.09%
460,950
-30,387
232
$2.53M 0.09%
31,268
+10,492
233
$2.52M 0.09%
27,892
+2,969
234
$2.51M 0.09%
292,512
+55,260
235
$2.51M 0.09%
20,029
+10,798
236
$2.51M 0.09%
19,650
-577
237
$2.48M 0.09%
46,603
-2,748
238
$2.48M 0.09%
18,673
+8,888
239
$2.42M 0.09%
9,337
240
$2.41M 0.09%
50,460
+20,328
241
$2.41M 0.09%
65,807
-5,796
242
$2.33M 0.08%
27,564
+8,750
243
$2.31M 0.08%
134,674
-28,086
244
$2.3M 0.08%
29,880
-2,369
245
$2.29M 0.08%
12,150
-726
246
$2.26M 0.08%
34,530
+18,210
247
$2.25M 0.08%
56,963
-641
248
$2.23M 0.08%
11,024
+161
249
$2.21M 0.08%
37,288
+450
250
$2.18M 0.08%
20,584
+2,182
8 9
10
11 12