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
376
$1.01M 0.03%
16,291
-2,154
377
$1.01M 0.03%
25,541
-90
378
$999K 0.03%
21,196
-868
379
$998K 0.03%
19,607
+239
380
$998K 0.03%
56,964
381
$997K 0.03%
7,241
+833
382
$994K 0.03%
11,235
+847
383
$975K 0.03%
64,690
+15,412
384
$972K 0.03%
28,322
-366
385
$966K 0.03%
4,543
-431
386
$962K 0.03%
21,982
-10,078
387
$956K 0.03%
10,606
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388
$955K 0.03%
27,037
-3,143
389
$954K 0.03%
38,031
+1,601
390
$942K 0.03%
36,645
+16,750
391
$942K 0.03%
18,568
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392
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10,939
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393
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14,818
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394
$918K 0.03%
22,625
+1,397
395
$918K 0.03%
15,205
-2,883
396
$908K 0.03%
28,462
-2,614
397
$907K 0.03%
28,258
+3,654
398
$904K 0.03%
24,398
-9,399
399
$902K 0.03%
11,154
+448
400
$891K 0.03%
3,700
+768
14 15
16
17 18