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
351
$2.1M 0.04%
30,733
-2,457
352
$2.06M 0.04%
39,435
-1,325
353
$2.04M 0.04%
170,463
+24,921
354
$2.04M 0.04%
17,159
-223
355
$2.03M 0.04%
38,401
-449
356
$2.03M 0.04%
29,612
+849
357
$2.02M 0.04%
27,425
+2,214
358
$1.98M 0.04%
401,253
+309,341
359
$1.98M 0.04%
68,677
-3,845
360
$1.98M 0.04%
35,890
-5,811
361
$1.98M 0.04%
593,019
+11,003
362
$1.97M 0.04%
20,316
-7,569
363
$1.95M 0.04%
14,103
-519
364
$1.94M 0.04%
29,317
-1,845
365
$1.93M 0.04%
37,808
-5,512
366
$1.92M 0.04%
+32,622
367
$1.91M 0.04%
29,224
-2,227
368
$1.9M 0.04%
63,101
-6,053
369
$1.88M 0.04%
26,058
-687
370
$1.88M 0.04%
43,039
-4,136
371
$1.85M 0.04%
10,987
-37,161
372
$1.83M 0.03%
44,620
+5,667
373
$1.8M 0.03%
19,174
+398
374
$1.8M 0.03%
387,895
-15,823
375
$1.77M 0.03%
8,473
-12
13 14
15
16 17