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
26
$39.2M 0.75%
788,636
-18,182
27
$37.8M 0.72%
230,920
+604
28
$37.2M 0.71%
723,727
-6,245
29
$35.7M 0.68%
635,868
+54,644
30
$35.6M 0.68%
1,032,899
-10,572
31
$35.4M 0.67%
563,537
-8,595
32
$33.9M 0.64%
216,125
-13,786
33
$33.4M 0.64%
635,817
+3,940
34
$33.1M 0.63%
571,609
-14,734
35
$32.6M 0.62%
206,701
+8,332
36
$31.3M 0.6%
560,960
+8,960
37
$30.2M 0.57%
261,984
-13,910
38
$30.1M 0.57%
227,592
+2,823
39
$30.1M 0.57%
1,241,337
+133,861
40
$29.6M 0.56%
420,604
-8,590
41
$29M 0.55%
229,642
+419
42
$27.9M 0.53%
315,559
+2,057
43
$27.8M 0.53%
261,574
-7,978
44
$27M 0.51%
425,458
-5,296
45
$26.9M 0.51%
194,660
-31,459
46
$26.2M 0.5%
134,148
+7,495
47
$26M 0.49%
332,526
-8,196
48
$25.5M 0.48%
417,519
-10,268
49
$25.4M 0.48%
507,163
-13,177
50
$24.9M 0.47%
104,561
-3,908
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