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
501
$469K 0.02%
41,325
+7,380
502
$464K 0.02%
11,592
-2,810
503
$460K 0.02%
18,852
-64,796
504
$459K 0.02%
3,870
+647
505
$456K 0.02%
16,597
-760
506
$455K 0.02%
11,683
-835
507
$455K 0.02%
6,790
+90
508
$455K 0.02%
10,109
+1,969
509
$452K 0.02%
9,284
+510
510
$452K 0.02%
8,850
-174
511
$448K 0.02%
6,660
+250
512
$447K 0.02%
5,473
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513
$442K 0.02%
4,460
+440
514
$441K 0.02%
8,226
-1,919
515
$440K 0.02%
9,394
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516
$435K 0.02%
10,024
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517
$434K 0.02%
11,123
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518
$432K 0.02%
4,610
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519
$432K 0.02%
19,844
+2,820
520
$427K 0.02%
21,720
-3,599
521
$427K 0.02%
11,482
+1,311
522
$427K 0.02%
6,591
+432
523
$422K 0.02%
2,672
-53
524
$418K 0.01%
7,546
+432
525
$417K 0.01%
25,990
+14,800
19 20
21
22 23