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
601
$437K 0.01%
13,535
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602
$430K 0.01%
10,720
-2,794
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$429K 0.01%
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13,045
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605
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606
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607
$419K 0.01%
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608
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610
$417K 0.01%
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614
$413K 0.01%
1,520
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$413K 0.01%
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616
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27,890
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617
$412K 0.01%
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618
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620
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8,106
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621
$404K 0.01%
4,439
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3,623
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623
$403K 0.01%
8,665
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624
$403K 0.01%
3,963
+605
625
$401K 0.01%
+2,429
23 24
25
26 27