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
$5.26B
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$5.07M
3
+$5M
4
SBUX icon
Starbucks
SBUX
+$4.79M
5
SON icon
Sonoco
SON
+$4.62M

Top Sells

1
+$8.67M
2
+$6.35M
3
+$6.27M
4
OGE icon
OGE Energy
OGE
+$5.71M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.02M

Sector Composition

1 Financials 12.03%
2 Technology 11.74%
3 Healthcare 10.17%
4 Consumer Discretionary 7.9%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.19M 0.1%
81,917
-13,195
227
$5.17M 0.1%
14,990
+2,668
228
$5.17M 0.1%
78,668
-1,972
229
$5.16M 0.1%
42,143
-3,383
230
$5.14M 0.1%
65,724
+29
231
$5.13M 0.1%
84,845
+16,100
232
$5.1M 0.1%
63,284
+9,529
233
$4.99M 0.1%
35,587
+2,382
234
$4.98M 0.09%
125,303
+24,937
235
$4.97M 0.09%
94,733
+87,936
236
$4.91M 0.09%
86,117
-10,797
237
$4.89M 0.09%
74,151
-3,505
238
$4.86M 0.09%
109,485
-8,917
239
$4.84M 0.09%
169,664
-1,945
240
$4.83M 0.09%
96,316
-1,969
241
$4.71M 0.09%
75,021
+174
242
$4.7M 0.09%
70,286
+3,359
243
$4.57M 0.09%
60,711
-2,446
244
$4.55M 0.09%
61,032
+50,776
245
$4.55M 0.09%
159,234
+5,265
246
$4.51M 0.09%
111,519
-12,439
247
$4.48M 0.09%
111,973
-6,672
248
$4.47M 0.09%
175,372
+9,810
249
$4.41M 0.08%
42,549
-2,427
250
$4.38M 0.08%
159,594
+19,362
8 9
10
11 12