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
476
$514K 0.02%
8,885
-2,172
477
$508K 0.02%
11,740
+350
478
$506K 0.02%
39,504
-820
479
$506K 0.02%
18,095
+620
480
$504K 0.02%
8,186
-7
481
$502K 0.02%
16,424
+1,200
482
$502K 0.02%
3,258
+2,246
483
$501K 0.02%
13,691
-125
484
$498K 0.02%
12,337
+1,086
485
$496K 0.02%
12,611
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486
$495K 0.02%
31,670
-1,590
487
$495K 0.02%
26,378
-2,960
488
$489K 0.02%
20,245
-370
489
$485K 0.02%
3,723
-447
490
$480K 0.02%
7,866
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491
$480K 0.02%
31,658
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492
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13,880
-1,160
493
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842
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494
$477K 0.02%
13,164
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495
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11,353
-2,834
496
$473K 0.02%
8,519
-1,075
497
$472K 0.02%
+20,361
498
$471K 0.02%
16,720
-1,786
499
$470K 0.02%
8,899
+1,645
500
$470K 0.02%
28,393
-3,270
18 19
20
21 22