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
326
$1.1M 0.04%
40,486
-4,424
327
$1.1M 0.04%
30,565
-1,884
328
$1.1M 0.04%
18,317
-937
329
$1.08M 0.04%
32,532
-2,194
330
$1.07M 0.04%
12,246
-1,708
331
$1.06M 0.04%
11,235
+610
332
$1.05M 0.04%
4,288
-659
333
$1.05M 0.04%
19,518
-1,324
334
$1.02M 0.04%
19,667
-653
335
$1.02M 0.04%
62,160
-200
336
$1.02M 0.04%
15,802
+1,600
337
$1.01M 0.04%
103,800
+47,240
338
$1.01M 0.04%
37,457
+4,598
339
$1M 0.04%
24,210
340
$1M 0.04%
8,374
+1,801
341
$1M 0.04%
31,415
-1,073
342
$990K 0.04%
14,380
+743
343
$975K 0.03%
32,664
-22,834
344
$974K 0.03%
10,529
-1,034
345
$970K 0.03%
9,299
346
$970K 0.03%
+18,717
347
$967K 0.03%
17,190
-1,375
348
$959K 0.03%
1,852
+630
349
$946K 0.03%
26,002
-312
350
$945K 0.03%
12,195
-470
12 13
14
15 16