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
301
$1.74M 0.05%
375,600
-56,978
302
$1.73M 0.05%
49,092
-12,954
303
$1.69M 0.05%
39,041
-5,297
304
$1.66M 0.05%
15,387
+149
305
$1.66M 0.05%
38,588
-5,617
306
$1.65M 0.05%
28,066
+4,467
307
$1.62M 0.05%
12,928
+2,419
308
$1.62M 0.05%
35,950
+4,838
309
$1.61M 0.05%
108,033
+15,478
310
$1.61M 0.05%
21,095
-1,352
311
$1.59M 0.05%
13,852
+2,847
312
$1.58M 0.05%
32,906
+2,604
313
$1.58M 0.05%
39,506
+2,605
314
$1.57M 0.05%
75,446
-7,344
315
$1.56M 0.05%
28,130
-13
316
$1.56M 0.05%
300,629
+22,418
317
$1.54M 0.05%
29,573
-723
318
$1.54M 0.05%
17,168
-17,917
319
$1.54M 0.05%
73,770
+3,591
320
$1.53M 0.04%
+40,019
321
$1.53M 0.04%
2,237
-197
322
$1.5M 0.04%
32,506
-6,265
323
$1.5M 0.04%
22,786
324
$1.49M 0.04%
23,671
-9,947
325
$1.47M 0.04%
4,339
+96
11 12
13
14 15