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
376
$848K 0.03%
56,153
-2,030
377
$843K 0.03%
26,216
-750
378
$842K 0.03%
17,965
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379
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+19,007
380
$834K 0.03%
5,197
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381
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10,702
-252
382
$817K 0.03%
20,319
+6,367
383
$816K 0.03%
10,094
-1,229
384
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385
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10,342
-299
386
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39,871
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387
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15,433
-89
388
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6,239
-1,732
389
$775K 0.03%
18,331
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390
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22,640
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393
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394
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14,316
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395
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14,226
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396
$734K 0.03%
24,352
-2,470
397
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14,366
-548
398
$721K 0.03%
8,861
-372
399
$716K 0.03%
19,545
+207
400
$715K 0.03%
13,343
+52
14 15
16
17 18