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
$3.41B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.38M
3
+$5.21M
4
KMI icon
Kinder Morgan
KMI
+$5.15M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.03M

Top Sells

1
+$15.6M
2
+$9.51M
3
+$9.45M
4
MO icon
Altria Group
MO
+$6.89M
5
URS
URS CORP
URS
+$6.8M

Sector Composition

1 Financials 11.38%
2 Healthcare 11.01%
3 Technology 9.94%
4 Consumer Staples 8.46%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$285K 0.01%
5,876
+120
652
$284K 0.01%
3,325
653
$283K 0.01%
3,067
-4,156
654
$283K 0.01%
1,531
-466
655
$279K 0.01%
17,457
+927
656
$277K 0.01%
2,398
+108
657
$277K 0.01%
6,196
+350
658
$276K 0.01%
2,729
+162
659
$276K 0.01%
1,656
-339
660
$272K 0.01%
3,325
661
$272K 0.01%
+5,394
662
$271K 0.01%
3,210
+101
663
$270K 0.01%
+7,732
664
$270K 0.01%
2,651
-735
665
$269K 0.01%
7,672
-5,215
666
$267K 0.01%
3,099
-377
667
$265K 0.01%
6,476
-3,110
668
$263K 0.01%
25,986
+228
669
$263K 0.01%
2,546
-232
670
$261K 0.01%
4,665
+934
671
$261K 0.01%
4,974
+34
672
$261K 0.01%
+3,893
673
$257K 0.01%
+2,596
674
$256K 0.01%
6,194
+116
675
$256K 0.01%
2,864
25 26
27
28 29