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
276
$2.1M 0.06%
78,872
-788
277
$2.06M 0.06%
50,232
-46,536
278
$2.04M 0.06%
27,141
+7,057
279
$2.03M 0.06%
9
280
$2.03M 0.06%
45,543
+3,687
281
$2.02M 0.06%
66,928
-2,015
282
$2.02M 0.06%
167,139
-4,581
283
$2.01M 0.06%
57,243
-12,410
284
$1.98M 0.06%
30,245
+657
285
$1.98M 0.06%
28,168
+2,145
286
$1.97M 0.06%
47,412
-12,197
287
$1.97M 0.06%
9,263
+2,730
288
$1.96M 0.06%
+115,132
289
$1.96M 0.06%
34,089
+3,033
290
$1.94M 0.06%
22,083
-12
291
$1.93M 0.06%
16,928
-3,400
292
$1.93M 0.06%
49,128
-3,498
293
$1.92M 0.06%
86,439
+766
294
$1.89M 0.06%
48,687
+3,050
295
$1.83M 0.05%
16,598
-913
296
$1.81M 0.05%
22,993
-362
297
$1.81M 0.05%
28,512
+1,927
298
$1.81M 0.05%
20,086
-373
299
$1.78M 0.05%
16,123
+1,551
300
$1.75M 0.05%
19,177
+281
10 11
12
13 14