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
451
$1.17M 0.02%
3,996
-766
452
$1.17M 0.02%
7,323
+420
453
$1.15M 0.02%
21,049
+776
454
$1.15M 0.02%
10,968
-260
455
$1.15M 0.02%
223,844
+110,191
456
$1.14M 0.02%
41,566
-29,680
457
$1.14M 0.02%
41,463
458
$1.14M 0.02%
14,914
-193
459
$1.13M 0.02%
30,929
+1,218
460
$1.12M 0.02%
26,490
-831
461
$1.08M 0.02%
2,521
+2
462
$1.08M 0.02%
14,402
-194
463
$1.07M 0.02%
8,442
-680
464
$1.06M 0.02%
29,145
-937
465
$1.06M 0.02%
69,590
-10,100
466
$1.05M 0.02%
6,132
+509
467
$1.05M 0.02%
16,777
-836
468
$1.04M 0.02%
24,852
+374
469
$1.04M 0.02%
37,842
-34,539
470
$1.04M 0.02%
17,724
-3,167
471
$1.03M 0.02%
36,036
-1,528
472
$1.03M 0.02%
+15,945
473
$1.03M 0.02%
+52,475
474
$999K 0.02%
51,073
-15,881
475
$993K 0.02%
40,643
-2,291
17 18
19
20 21