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
501
$844K 0.02%
24,636
-3,786
502
$844K 0.02%
23,192
+1,093
503
$842K 0.02%
22,284
+414
504
$831K 0.02%
11,047
+222
505
$826K 0.02%
11,888
+139
506
$825K 0.02%
6,649
-101
507
$821K 0.02%
22,435
+2,280
508
$815K 0.02%
9,561
+886
509
$814K 0.02%
19,282
-35,106
510
$807K 0.02%
18,319
-6,944
511
$804K 0.02%
5,216
+747
512
$800K 0.02%
24,448
+3,846
513
$781K 0.01%
36,304
-1,632
514
$769K 0.01%
29,296
-1,020
515
$765K 0.01%
3,693
+6
516
$764K 0.01%
6,898
-32,931
517
$758K 0.01%
14,048
+1,302
518
$750K 0.01%
13,286
+1,562
519
$729K 0.01%
11,275
-1,321
520
$726K 0.01%
11,942
-328
521
$721K 0.01%
9,771
+188
522
$717K 0.01%
89,212
-3,920
523
$717K 0.01%
16,383
+334
524
$714K 0.01%
120,560
+27,040
525
$702K 0.01%
4,228
+183
19 20
21
22 23