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
351
$928K 0.03%
2,329
+294
352
$926K 0.03%
19,682
+486
353
$924K 0.03%
20,071
-1,259
354
$918K 0.03%
+22,530
355
$918K 0.03%
62,596
-3,821
356
$915K 0.03%
18,114
-2,354
357
$911K 0.03%
3,785
-75
358
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3,777
+60
359
$903K 0.03%
12,729
-7,542
360
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27,153
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361
$898K 0.03%
17,979
-291
362
$890K 0.03%
23,604
-2,676
363
$888K 0.03%
13,188
-1,650
364
$888K 0.03%
13,684
-1,250
365
$885K 0.03%
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366
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28,968
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367
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26,414
+2,530
368
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18,639
-1,192
369
$858K 0.03%
11,681
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370
$854K 0.03%
3,755
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371
$854K 0.03%
9,261
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372
$853K 0.03%
36,858
+7,262
373
$852K 0.03%
11,536
-32,945
374
$852K 0.03%
34,405
-5,230
375
$848K 0.03%
10,916
+690
13 14
15
16 17