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
651
$248K 0.01%
+5,476
652
$248K 0.01%
+2,452
653
$247K 0.01%
16,946
-3,659
654
$246K 0.01%
+2,979
655
$246K 0.01%
10,640
-80
656
$244K 0.01%
+7,279
657
$243K 0.01%
13,856
+1,488
658
$243K 0.01%
2,998
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659
$242K 0.01%
3,629
-184
660
$241K 0.01%
+5,107
661
$240K 0.01%
5,830
-875
662
$237K 0.01%
+3,399
663
$236K 0.01%
6,828
-390
664
$235K 0.01%
11,604
+2,018
665
$235K 0.01%
16,495
666
$234K 0.01%
3,402
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$233K 0.01%
7,283
-5,088
668
$233K 0.01%
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669
$232K 0.01%
27,060
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670
$232K 0.01%
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-875
671
$232K 0.01%
11,502
-1,292
672
$231K 0.01%
4,640
-280
673
$229K 0.01%
7,080
-126
674
$228K 0.01%
+2,167
675
$228K 0.01%
2,710
-503
25 26
27
28 29