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
301
$3.06M 0.06%
66,475
+60,303
302
$3.04M 0.06%
27,127
-2,004
303
$3.03M 0.06%
68,040
+13,542
304
$3M 0.06%
69,092
+8,116
305
$2.99M 0.06%
17,574
-2,610
306
$2.96M 0.06%
39,637
-3,723
307
$2.95M 0.06%
16,063
-3,523
308
$2.92M 0.06%
42,163
-1,218
309
$2.91M 0.06%
42,132
-543
310
$2.91M 0.06%
34,309
-3,563
311
$2.91M 0.06%
75,650
+3,842
312
$2.9M 0.06%
57,685
-8,786
313
$2.9M 0.06%
65,911
-8,262
314
$2.88M 0.05%
29,251
-2,190
315
$2.88M 0.05%
62,814
-82
316
$2.86M 0.05%
258,143
-290,906
317
$2.82M 0.05%
48,313
-698
318
$2.81M 0.05%
21,385
-120
319
$2.76M 0.05%
14,587
+242
320
$2.76M 0.05%
17,630
+15,949
321
$2.75M 0.05%
46,121
-1,012
322
$2.66M 0.05%
32,659
+9,742
323
$2.64M 0.05%
70,627
-20,769
324
$2.58M 0.05%
77,038
+7,907
325
$2.54M 0.05%
9
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13
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