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
626
$282K 0.01%
4,069
-1,935
627
$280K 0.01%
3,045
-2,255
628
$279K 0.01%
3,615
629
$278K 0.01%
2,171
-38
630
$277K 0.01%
2,498
+397
631
$275K 0.01%
7,292
-1,584
632
$274K 0.01%
3,755
+12
633
$273K 0.01%
28,088
-2,495
634
$265K 0.01%
6,486
635
$265K 0.01%
6,954
-1,707
636
$263K 0.01%
2,892
+153
637
$263K 0.01%
+4,324
638
$263K 0.01%
30,664
-3,977
639
$262K 0.01%
8,073
+380
640
$261K 0.01%
52,630
-5,660
641
$257K 0.01%
6,685
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642
$255K 0.01%
4,016
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643
$254K 0.01%
3,482
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644
$253K 0.01%
9,176
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645
$251K 0.01%
20,695
-885
646
$249K 0.01%
12,775
-1,530
647
$249K 0.01%
4,350
648
$249K 0.01%
+6,249
649
$249K 0.01%
+4,428
650
$248K 0.01%
949
+129
24 25
26
27 28