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
526
$694K 0.01%
17,081
-1,545
527
$694K 0.01%
15,651
-802
528
$692K 0.01%
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529
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4,203
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530
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531
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3,046
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532
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533
$657K 0.01%
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534
$657K 0.01%
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535
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536
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537
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538
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539
$644K 0.01%
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540
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541
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544
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4,170
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546
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19,197
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547
$609K 0.01%
16,748
-1,197
548
$606K 0.01%
34,309
+3,210
549
$606K 0.01%
15,000
550
$606K 0.01%
11,655
+725
20 21
22
23 24