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
526
$416K 0.01%
5,490
+181
527
$414K 0.01%
6,578
-441
528
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4,900
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529
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9,579
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530
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3,566
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531
$410K 0.01%
13,944
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532
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10,951
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533
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12,012
-2,602
534
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6,406
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535
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38,100
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536
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13,930
-1,090
537
$399K 0.01%
62,311
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538
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12,090
-383
539
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540
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541
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17,113
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543
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22,180
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544
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545
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10,202
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546
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8,562
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547
$384K 0.01%
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548
$383K 0.01%
20,759
-2,349
549
$382K 0.01%
+9,938
550
$378K 0.01%
10,146
-1,240
20 21
22
23 24