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
476
$990K 0.02%
21,428
+2,264
477
$986K 0.02%
3,205
+13
478
$985K 0.02%
25,693
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479
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23,260
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480
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4,753
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481
$965K 0.02%
7,473
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482
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19,002
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483
$957K 0.02%
11,478
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484
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28,550
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485
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14,516
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486
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10,670
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$942K 0.02%
10,951
-1,174
488
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+37,352
489
$929K 0.02%
71,403
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490
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20,322
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492
$918K 0.02%
20,728
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493
$912K 0.02%
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-29
494
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29,680
495
$902K 0.02%
23,468
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496
$899K 0.02%
54,478
497
$889K 0.02%
6,573
+164
498
$885K 0.02%
29,217
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499
$872K 0.02%
11,180
-2,641
500
$866K 0.02%
5,477
-111
18 19
20
21 22