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
626
$398K 0.01%
21,653
+3,901
627
$398K 0.01%
2,071
+85
628
$396K 0.01%
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$395K 0.01%
11,964
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630
$394K 0.01%
+2,983
631
$392K 0.01%
4,615
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632
$388K 0.01%
1,870
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633
$388K 0.01%
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634
$383K 0.01%
7,380
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635
$381K 0.01%
351
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636
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637
$380K 0.01%
6,542
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638
$378K 0.01%
6,074
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639
$374K 0.01%
17,906
+7,958
640
$371K 0.01%
13,380
641
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31,304
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3,680
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11,270
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4,123
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646
$357K 0.01%
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647
$355K 0.01%
24,294
+1,416
648
$352K 0.01%
3,218
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649
$350K 0.01%
2,604
+129
650
$348K 0.01%
1,375
-80
24 25
26
27 28