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
576
$342K 0.01%
4,523
-37
577
$342K 0.01%
+5,649
578
$341K 0.01%
25,231
+5,236
579
$341K 0.01%
9,439
-1,867
580
$341K 0.01%
11,111
-2,839
581
$339K 0.01%
10,778
582
$338K 0.01%
6,418
-3,960
583
$336K 0.01%
3,311
+10
584
$335K 0.01%
6,125
-487
585
$332K 0.01%
43,305
-7,310
586
$332K 0.01%
11,100
-1,635
587
$326K 0.01%
53,450
-660
588
$324K 0.01%
+11,110
589
$321K 0.01%
3,325
590
$321K 0.01%
3,171
+398
591
$319K 0.01%
27,985
-3,760
592
$312K 0.01%
5,256
-4,559
593
$311K 0.01%
3,325
594
$310K 0.01%
7,512
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595
$310K 0.01%
6,765
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596
$309K 0.01%
4,841
+398
597
$308K 0.01%
5,272
+130
598
$307K 0.01%
13,200
-1,380
599
$307K 0.01%
4,614
-190
600
$307K 0.01%
11,165
+10
22 23
24
25 26