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
426
$652K 0.02%
9,283
+845
427
$652K 0.02%
4,773
-470
428
$652K 0.02%
26,049
-24,559
429
$651K 0.02%
13,164
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430
$649K 0.02%
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-565
431
$647K 0.02%
17,057
-2,150
432
$642K 0.02%
11,635
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433
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38,094
-44,067
434
$633K 0.02%
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-732
435
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21,082
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436
$632K 0.02%
16,378
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437
$630K 0.02%
+38,322
438
$629K 0.02%
110,000
439
$628K 0.02%
14,556
-2,934
440
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8,630
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441
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442
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443
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18,630
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444
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13,880
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445
$608K 0.02%
28,741
-5,391
446
$597K 0.02%
5,585
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447
$593K 0.02%
11,805
-2,355
448
$590K 0.02%
9,211
-32
449
$588K 0.02%
42,795
-15,243
450
$586K 0.02%
10,636
+681
16 17
18
19 20