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
$3.41B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.38M
3
+$5.21M
4
KMI icon
Kinder Morgan
KMI
+$5.15M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.03M

Top Sells

1
+$15.6M
2
+$9.51M
3
+$9.45M
4
MO icon
Altria Group
MO
+$6.89M
5
URS
URS CORP
URS
+$6.8M

Sector Composition

1 Financials 11.38%
2 Healthcare 11.01%
3 Technology 9.94%
4 Consumer Staples 8.46%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.08M 0.09%
152,721
+121,888
227
$3.07M 0.09%
572,290
-182,365
228
$3.01M 0.09%
734,460
+6,360
229
$2.99M 0.09%
18,776
+165
230
$2.96M 0.09%
70,743
+4,096
231
$2.96M 0.09%
42,885
-3,006
232
$2.95M 0.09%
+11,666
233
$2.92M 0.09%
43,666
-3,560
234
$2.87M 0.08%
63,007
-3,097
235
$2.85M 0.08%
37,714
+4,176
236
$2.82M 0.08%
52,332
+3,484
237
$2.82M 0.08%
21,703
+477
238
$2.79M 0.08%
20,652
+2,406
239
$2.79M 0.08%
69,568
+7,894
240
$2.77M 0.08%
38,556
-488
241
$2.75M 0.08%
41,630
+19,867
242
$2.74M 0.08%
21,846
+24
243
$2.73M 0.08%
+117,455
244
$2.72M 0.08%
39,360
+1,375
245
$2.71M 0.08%
20,312
+7,988
246
$2.69M 0.08%
11,792
+1,625
247
$2.65M 0.08%
33,922
+647
248
$2.6M 0.08%
62,859
+935
249
$2.59M 0.08%
28,418
+963
250
$2.59M 0.08%
25,337
-2,649
8 9
10
11 12