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
276
$1.68M 0.06%
13,625
+8,305
277
$1.66M 0.06%
44,250
+16,704
278
$1.65M 0.06%
102,184
-152,551
279
$1.64M 0.06%
57,271
-31,191
280
$1.63M 0.06%
+47,336
281
$1.61M 0.06%
125,675
-2,890
282
$1.6M 0.06%
45,988
-3,287
283
$1.57M 0.06%
24,673
-4,391
284
$1.56M 0.06%
40,077
+1,760
285
$1.56M 0.06%
42,965
-4,828
286
$1.56M 0.06%
32,580
+2,594
287
$1.54M 0.05%
41,210
-4,604
288
$1.53M 0.05%
15,729
-1,523
289
$1.51M 0.05%
36,528
-10,944
290
$1.5M 0.05%
13,052
-1,325
291
$1.49M 0.05%
40,017
+82
292
$1.48M 0.05%
28,904
-8,119
293
$1.48M 0.05%
18,611
-1,558
294
$1.45M 0.05%
12,125
+3,573
295
$1.43M 0.05%
92,449
+13,254
296
$1.43M 0.05%
12,764
+8,444
297
$1.42M 0.05%
33,862
+371
298
$1.39M 0.05%
11,000
+2,219
299
$1.36M 0.05%
45,211
-15,849
300
$1.36M 0.05%
42,252
+3,394
10 11
12
13 14