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
251
$2.58M 0.08%
11,313
-669
252
$2.57M 0.08%
60,375
+2,937
253
$2.57M 0.08%
21,531
-8,706
254
$2.53M 0.07%
68,013
-6,481
255
$2.51M 0.07%
40,101
-11,250
256
$2.5M 0.07%
30,248
-4,306
257
$2.44M 0.07%
54,909
-89
258
$2.43M 0.07%
7,157
-150
259
$2.4M 0.07%
27,961
-19,194
260
$2.39M 0.07%
23,624
-186
261
$2.34M 0.07%
79,027
+17,470
262
$2.33M 0.07%
38,391
+4,246
263
$2.32M 0.07%
50,678
+12,914
264
$2.32M 0.07%
57,871
+54,171
265
$2.31M 0.07%
13,288
-2,930
266
$2.27M 0.07%
58,524
-11,578
267
$2.25M 0.07%
28,787
+6,534
268
$2.21M 0.06%
23,364
-5,443
269
$2.18M 0.06%
40,233
+6,080
270
$2.16M 0.06%
34,129
-516
271
$2.16M 0.06%
15,883
-346
272
$2.15M 0.06%
8,352
+2,461
273
$2.13M 0.06%
27,664
-6,531
274
$2.1M 0.06%
81,918
-7,122
275
$2.1M 0.06%
65,984
-31,683
9 10
11
12 13