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
$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
501
$511K 0.02%
16,638
+745
502
$511K 0.02%
10,323
-665
503
$509K 0.01%
8,786
+2,753
504
$508K 0.01%
+9,049
505
$506K 0.01%
24,530
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506
$506K 0.01%
8,228
-28
507
$506K 0.01%
18,747
+3,369
508
$506K 0.01%
+20,445
509
$503K 0.01%
10,811
-62
510
$503K 0.01%
6,935
-999
511
$501K 0.01%
10,027
+2,213
512
$500K 0.01%
9,781
-243
513
$500K 0.01%
27,684
-6,768
514
$497K 0.01%
10,882
+632
515
$496K 0.01%
3,208
516
$496K 0.01%
4,747
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517
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5,415
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518
$484K 0.01%
29,231
-137,267
519
$483K 0.01%
4,066
-272
520
$480K 0.01%
11,150
-683
521
$480K 0.01%
13,245
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522
$478K 0.01%
9,492
-834
523
$478K 0.01%
13,777
-1,345
524
$477K 0.01%
15,496
+5,845
525
$476K 0.01%
3,718
+276
19 20
21
22 23