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
401
$889K 0.03%
23,406
-2,327
402
$887K 0.03%
43,538
-134
403
$882K 0.03%
16,752
-6,445
404
$876K 0.03%
10,258
-3,554
405
$872K 0.03%
76,204
+33,500
406
$859K 0.03%
12,192
+402
407
$840K 0.02%
37,641
+5,136
408
$828K 0.02%
16,834
+2,923
409
$828K 0.02%
5,565
-1,012
410
$821K 0.02%
6,713
+164
411
$817K 0.02%
14,194
-12
412
$814K 0.02%
4,978
-79
413
$778K 0.02%
18,660
+5,780
414
$774K 0.02%
+22,906
415
$766K 0.02%
8,255
-845
416
$761K 0.02%
15,076
+2,204
417
$758K 0.02%
10,433
+980
418
$750K 0.02%
32,070
+5,297
419
$742K 0.02%
37,824
-2,200
420
$738K 0.02%
20,731
+1,916
421
$737K 0.02%
8,165
-175
422
$734K 0.02%
3,196
+322
423
$732K 0.02%
19,124
+6,680
424
$725K 0.02%
91,440
-10,680
425
$725K 0.02%
34,255
-2,946
15 16
17
18 19