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
401
$1.51M 0.03%
37,156
-308
402
$1.48M 0.03%
261,144
+2,589
403
$1.47M 0.03%
13,934
-854
404
$1.46M 0.03%
20,690
+2,265
405
$1.45M 0.03%
29,994
-1,910
406
$1.43M 0.03%
20,328
-6,537
407
$1.43M 0.03%
55,242
-14,463
408
$1.42M 0.03%
16,358
+492
409
$1.42M 0.03%
13,070
-395
410
$1.41M 0.03%
14,993
+62
411
$1.41M 0.03%
53,260
-1,592
412
$1.41M 0.03%
26,946
-2,282
413
$1.39M 0.03%
65,941
-23,054
414
$1.38M 0.03%
17,038
-902
415
$1.36M 0.03%
6,217
416
$1.36M 0.03%
14,347
+681
417
$1.35M 0.03%
12,895
-251
418
$1.34M 0.03%
21,410
+137
419
$1.34M 0.03%
5,725
+179
420
$1.32M 0.03%
138,124
-3,463
421
$1.32M 0.03%
6,647
-583
422
$1.32M 0.03%
18,935
+7,517
423
$1.31M 0.03%
20,102
-498
424
$1.31M 0.02%
72,947
+12,379
425
$1.3M 0.02%
59,954
+11,225
15 16
17
18 19