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
551
$377K 0.01%
6,681
-100
552
$376K 0.01%
87,170
-33,220
553
$374K 0.01%
2,209
-270
554
$374K 0.01%
11,727
-6,669
555
$373K 0.01%
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556
$371K 0.01%
8,578
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557
$371K 0.01%
7,655
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558
$369K 0.01%
12,098
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559
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2,500
-1,651
560
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561
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562
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14,100
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563
$356K 0.01%
11,332
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564
$356K 0.01%
14,900
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565
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570
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11,233
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572
$349K 0.01%
+7,134
573
$347K 0.01%
8,947
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574
$343K 0.01%
4,216
-718
575
$342K 0.01%
4,330
-1,010
21 22
23
24 25