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
251
$4.36M 0.08%
75,130
-3,896
252
$4.34M 0.08%
55,000
-1,171
253
$4.34M 0.08%
2,140
-104
254
$4.33M 0.08%
203,733
-12,213
255
$4.32M 0.08%
95,852
-2,175
256
$4.3M 0.08%
39,035
-173
257
$4.29M 0.08%
38,346
-1,132
258
$4.26M 0.08%
31,944
-3,644
259
$4.14M 0.08%
270,455
-33,243
260
$4.11M 0.08%
15,047
-251
261
$4.09M 0.08%
147,783
+8,376
262
$4.08M 0.08%
90,830
-16,716
263
$4.07M 0.08%
82,219
+72,870
264
$4.05M 0.08%
62,129
+13,131
265
$4.02M 0.08%
9,962
-690
266
$3.98M 0.08%
138,311
-32,269
267
$3.88M 0.07%
71,577
-6,765
268
$3.77M 0.07%
89,661
-67,111
269
$3.76M 0.07%
484,344
-18,832
270
$3.75M 0.07%
41,763
+371
271
$3.73M 0.07%
102,980
-6,532
272
$3.68M 0.07%
26,981
+3,579
273
$3.55M 0.07%
44,541
+13,358
274
$3.55M 0.07%
124,755
-13,901
275
$3.51M 0.07%
15,722
-802
9 10
11
12 13