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
326
$1.47M 0.04%
145,620
+13,200
327
$1.46M 0.04%
32,998
-3,340
328
$1.46M 0.04%
60,173
-4,068
329
$1.45M 0.04%
6,811
-382
330
$1.44M 0.04%
17,270
-2,544
331
$1.44M 0.04%
32,492
-420
332
$1.39M 0.04%
100,926
+1,943
333
$1.38M 0.04%
18,087
+969
334
$1.38M 0.04%
20,779
-1,229
335
$1.36M 0.04%
22,788
-2,204
336
$1.36M 0.04%
7,459
-704
337
$1.34M 0.04%
15,109
+1,057
338
$1.34M 0.04%
66,618
+5,044
339
$1.34M 0.04%
29,027
+397
340
$1.31M 0.04%
11,994
+5,701
341
$1.31M 0.04%
32,390
-5,724
342
$1.31M 0.04%
28,968
-1,758
343
$1.3M 0.04%
33,198
-298
344
$1.28M 0.04%
27,914
-1,072
345
$1.28M 0.04%
9,735
-400
346
$1.26M 0.04%
14,992
+6,088
347
$1.26M 0.04%
25,663
-7,299
348
$1.25M 0.04%
27,057
+2,901
349
$1.24M 0.04%
30,682
350
$1.24M 0.04%
23,661
+426
12 13
14
15 16