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
351
$1.24M 0.04%
56,504
+3,897
352
$1.24M 0.04%
20,215
+13,222
353
$1.24M 0.04%
57,034
-7,112
354
$1.22M 0.04%
11,804
+235
355
$1.2M 0.04%
23,406
-3,606
356
$1.18M 0.03%
12,767
-801
357
$1.17M 0.03%
15,603
-1,691
358
$1.16M 0.03%
39,507
-448
359
$1.15M 0.03%
40,576
-3,097
360
$1.13M 0.03%
12,241
-565
361
$1.13M 0.03%
42,542
-1,305
362
$1.12M 0.03%
11,987
-9,798
363
$1.12M 0.03%
32,868
-19
364
$1.11M 0.03%
9,652
+316
365
$1.1M 0.03%
17,974
-2,593
366
$1.09M 0.03%
10,126
-4,900
367
$1.08M 0.03%
84,150
-2,340
368
$1.08M 0.03%
10,117
-14
369
$1.08M 0.03%
19,379
+123
370
$1.07M 0.03%
29,957
-4,543
371
$1.07M 0.03%
7,475
-93
372
$1.07M 0.03%
8,996
-536
373
$1.06M 0.03%
7,836
+1,246
374
$1.06M 0.03%
17,824
-639
375
$1.04M 0.03%
50,199
+15
13 14
15
16 17