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
301
$1.35M 0.05%
67,336
-9,584
302
$1.31M 0.05%
23,705
-7,628
303
$1.3M 0.05%
63,850
+2,496
304
$1.3M 0.05%
29,905
-10,786
305
$1.29M 0.05%
27,777
-2,233
306
$1.28M 0.05%
15,078
+1,331
307
$1.28M 0.05%
16,662
-660
308
$1.28M 0.05%
19,131
+26
309
$1.28M 0.05%
146,874
+78,246
310
$1.27M 0.04%
46,723
-5,732
311
$1.26M 0.04%
27,396
-1,088
312
$1.26M 0.04%
76,150
-10,560
313
$1.24M 0.04%
10,091
-2,204
314
$1.23M 0.04%
18,971
+5,878
315
$1.23M 0.04%
8,812
-30
316
$1.2M 0.04%
12,184
+499
317
$1.19M 0.04%
11,152
+8,096
318
$1.17M 0.04%
32,172
+1,504
319
$1.17M 0.04%
24,052
-553
320
$1.16M 0.04%
10,365
+713
321
$1.15M 0.04%
10,396
+330
322
$1.13M 0.04%
38,493
+4,732
323
$1.13M 0.04%
20,953
-3,960
324
$1.12M 0.04%
18,652
-1,344
325
$1.11M 0.04%
43,350
-5,236
11 12
13
14 15