Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.41B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.38M
3
+$5.21M
4
KMI icon
Kinder Morgan
KMI
+$5.15M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.03M

Top Sells

1
+$15.6M
2
+$9.51M
3
+$9.45M
4
MO icon
Altria Group
MO
+$6.89M
5
URS
URS CORP
URS
+$6.8M

Sector Composition

1 Financials 11.38%
2 Healthcare 11.01%
3 Technology 9.94%
4 Consumer Staples 8.46%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.2M 0.74%
871,265
+58,590
27
$24.8M 0.73%
683,041
+23,947
28
$24.6M 0.72%
510,382
+12,428
29
$24.2M 0.71%
596,964
+18,127
30
$23.9M 0.7%
364,764
-7,434
31
$23.3M 0.68%
497,911
+16,492
32
$23M 0.68%
1,199,039
33
$21.6M 0.64%
543,596
-9,234
34
$21.4M 0.63%
812,685
+30,243
35
$21.3M 0.63%
399,574
-1,604
36
$21.3M 0.62%
288,200
+30,144
37
$21M 0.62%
261,504
+4,590
38
$20.6M 0.61%
194,841
-89,802
39
$20.6M 0.6%
313,154
+31,266
40
$20.6M 0.6%
241,018
-4,904
41
$20.5M 0.6%
455,491
-1,513
42
$20.2M 0.59%
253,842
+15,122
43
$20.1M 0.59%
774,268
-42,960
44
$20.1M 0.59%
259,043
-3,914
45
$19.9M 0.58%
218,232
+27,568
46
$19.8M 0.58%
178,508
+9,657
47
$19.7M 0.58%
619,055
+14,764
48
$19.6M 0.58%
129,091
-193
49
$19.6M 0.58%
702,204
-22,436
50
$19.3M 0.57%
128,625
+697
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