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
251
$2.17M 0.08%
124,006
+2,918
252
$2.16M 0.08%
31,427
+11,300
253
$2.1M 0.07%
57,531
+20,052
254
$2.03M 0.07%
12,056
+516
255
$2.03M 0.07%
67,416
-94,762
256
$2.01M 0.07%
17,444
+7,555
257
$1.99M 0.07%
20,189
-820
258
$1.98M 0.07%
24,746
-248
259
$1.97M 0.07%
53,449
-32,303
260
$1.97M 0.07%
25,110
-2,105
261
$1.96M 0.07%
23,486
-12,351
262
$1.94M 0.07%
31,793
-5,582
263
$1.93M 0.07%
33,336
-2,103
264
$1.88M 0.07%
15,630
-584
265
$1.86M 0.07%
30,666
-432
266
$1.85M 0.07%
43,462
-5,202
267
$1.85M 0.07%
37,841
-11,113
268
$1.83M 0.07%
34,155
-2,460
269
$1.83M 0.07%
40,977
+5,062
270
$1.81M 0.06%
16,897
+308
271
$1.79M 0.06%
45,134
+11,869
272
$1.78M 0.06%
371,070
+163,028
273
$1.74M 0.06%
73,792
-13,163
274
$1.74M 0.06%
+40,625
275
$1.72M 0.06%
52,914
-1,366
9 10
11
12 13