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
426
$1.29M 0.02%
35,148
-757
427
$1.29M 0.02%
+125,975
428
$1.28M 0.02%
23,968
+1,806
429
$1.28M 0.02%
43,842
+6,597
430
$1.27M 0.02%
17,360
+157
431
$1.26M 0.02%
8,468
-109
432
$1.26M 0.02%
24,479
+1,695
433
$1.25M 0.02%
10,325
-642
434
$1.25M 0.02%
11,022
-1,666
435
$1.24M 0.02%
18,153
-120
436
$1.24M 0.02%
15,771
-1,212
437
$1.24M 0.02%
13,393
-2,500
438
$1.23M 0.02%
15,474
-2,455
439
$1.23M 0.02%
8,375
-226
440
$1.22M 0.02%
34,175
-696
441
$1.22M 0.02%
13,099
-291
442
$1.21M 0.02%
20,656
-1,533
443
$1.21M 0.02%
21,387
-316
444
$1.21M 0.02%
14,521
-3
445
$1.21M 0.02%
52,497
+38,225
446
$1.21M 0.02%
27,864
-37,071
447
$1.21M 0.02%
232,304
-11,697
448
$1.19M 0.02%
19,861
+4,029
449
$1.18M 0.02%
16,148
+1,252
450
$1.18M 0.02%
22,486
+1,110
16 17
18
19 20