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
26
$20.9M 0.74%
418,404
+40,414
27
$20.7M 0.73%
233,880
+3,083
28
$20.4M 0.72%
94,944
+4,906
29
$19.8M 0.7%
473,796
-8,630
30
$19.5M 0.69%
787,135
+37,910
31
$19.2M 0.68%
537,690
+8,633
32
$19M 0.67%
535,064
+98,273
33
$18.9M 0.67%
393,413
-2,383
34
$18.5M 0.66%
340,756
+85,136
35
$18.5M 0.66%
849,051
+46,815
36
$18.5M 0.66%
291,668
-4,963
37
$18.2M 0.64%
161,592
+23,698
38
$18.2M 0.64%
162,741
-8,764
39
$18M 0.64%
402,594
+4,391
40
$17.4M 0.62%
384,102
-65,666
41
$17M 0.6%
489,776
-5,224
42
$16.1M 0.57%
59,384
-4,944
43
$15.9M 0.56%
327,339
+27,231
44
$15.8M 0.56%
619,394
-73,402
45
$15.6M 0.55%
241,077
-161,765
46
$15.3M 0.54%
203,065
-12,551
47
$14.8M 0.52%
83,630
-4,237
48
$14.8M 0.52%
171,567
+26,185
49
$14.7M 0.52%
211,434
-5,656
50
$14.4M 0.51%
637,586
-27,448
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