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
326
$2.52M 0.05%
13,566
-1,236
327
$2.51M 0.05%
47,150
-3,884
328
$2.5M 0.05%
20,108
-1,052
329
$2.5M 0.05%
66,569
-7,007
330
$2.4M 0.05%
102,599
-22,721
331
$2.4M 0.05%
28,118
-1,238
332
$2.38M 0.05%
43,998
+2,587
333
$2.37M 0.05%
19,732
-991
334
$2.36M 0.04%
133,351
-3,541
335
$2.35M 0.04%
31,458
-2,021
336
$2.32M 0.04%
62,383
-3,767
337
$2.28M 0.04%
43,229
-10,410
338
$2.26M 0.04%
30,018
-2,764
339
$2.26M 0.04%
18,970
-1,444
340
$2.26M 0.04%
4,523
-19
341
$2.25M 0.04%
26,499
-665
342
$2.23M 0.04%
28,592
-13,775
343
$2.23M 0.04%
16,271
-2,785
344
$2.23M 0.04%
133,620
-12,418
345
$2.23M 0.04%
10,093
-587
346
$2.22M 0.04%
25,957
-1,205
347
$2.2M 0.04%
23,714
+2,220
348
$2.19M 0.04%
25,891
-260
349
$2.15M 0.04%
27,830
-8
350
$2.11M 0.04%
45,500
12 13
14
15 16