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
651
$345K 0.01%
18,121
+7,007
652
$339K 0.01%
5,500
653
$334K 0.01%
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654
$334K 0.01%
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655
$334K 0.01%
9,138
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656
$333K 0.01%
4,639
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657
$332K 0.01%
3,381
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658
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2,634
659
$328K 0.01%
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660
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19,011
+1,090
661
$328K 0.01%
16,082
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662
$328K 0.01%
15,180
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663
$328K 0.01%
3,335
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664
$322K 0.01%
2,707
-120
665
$322K 0.01%
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666
$321K 0.01%
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6,647
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668
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13,543
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2,324
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670
$311K 0.01%
2,828
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671
$310K 0.01%
16,655
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672
$309K 0.01%
3,010
673
$306K 0.01%
3,298
-110
674
$304K 0.01%
+13,275
675
$303K 0.01%
13,652
-475
25 26
27
28 29