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
601
$306K 0.01%
3,660
+226
602
$306K 0.01%
32,979
+1,964
603
$306K 0.01%
+9,122
604
$305K 0.01%
3,914
-458
605
$303K 0.01%
7,678
-1,435
606
$300K 0.01%
10,334
-2,378
607
$300K 0.01%
5,642
+1,262
608
$298K 0.01%
3,923
-1,704
609
$298K 0.01%
2,736
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610
$297K 0.01%
9,148
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611
$295K 0.01%
4,197
-3,668
612
$295K 0.01%
2,123
-62
613
$294K 0.01%
7,886
-4,644
614
$294K 0.01%
+6,989
615
$293K 0.01%
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616
$292K 0.01%
9,580
-50
617
$291K 0.01%
7,688
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618
$290K 0.01%
8,065
-4,195
619
$290K 0.01%
10,422
-1,043
620
$289K 0.01%
15,660
-3,430
621
$288K 0.01%
15,733
-1
622
$286K 0.01%
4,921
-142
623
$285K 0.01%
+1,985
624
$284K 0.01%
4,317
-1,224
625
$283K 0.01%
6,910
+225
23 24
25
26 27