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
401
$711K 0.03%
7,620
-5
402
$711K 0.03%
10,709
+1,862
403
$705K 0.03%
25,605
-3,046
404
$703K 0.02%
26,989
+11,589
405
$701K 0.02%
+19,150
406
$701K 0.02%
25,531
+380
407
$701K 0.02%
14,364
-1,134
408
$698K 0.02%
16,707
-3,171
409
$696K 0.02%
10,448
-432
410
$690K 0.02%
11,674
-837
411
$688K 0.02%
18,034
+177
412
$688K 0.02%
77,356
+1,715
413
$683K 0.02%
7,784
-207
414
$681K 0.02%
6,900
+111
415
$680K 0.02%
9,230
+2,418
416
$680K 0.02%
5,349
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417
$676K 0.02%
7,384
-1,033
418
$674K 0.02%
19,746
-5,444
419
$673K 0.02%
69,592
-4,032
420
$673K 0.02%
15,353
-705
421
$672K 0.02%
12,987
-556
422
$663K 0.02%
13,200
+4,696
423
$661K 0.02%
15,442
-1,680
424
$656K 0.02%
8,832
-160
425
$655K 0.02%
31,337
-3,654
15 16
17
18 19