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
676
$227K 0.01%
+4,846
677
$227K 0.01%
2,956
-877
678
$225K 0.01%
+8,258
679
$225K 0.01%
8,993
-817
680
$222K 0.01%
6,993
681
$221K 0.01%
+18,248
682
$219K 0.01%
+7,981
683
$218K 0.01%
6,125
-1,845
684
$217K 0.01%
11,980
-6,077
685
$217K 0.01%
6,575
-425
686
$216K 0.01%
+4,626
687
$216K 0.01%
6,330
+410
688
$215K 0.01%
+3,562
689
$215K 0.01%
5,009
-2,129
690
$215K 0.01%
+2,451
691
$214K 0.01%
4,847
-4,268
692
$214K 0.01%
+10,480
693
$210K 0.01%
2,984
-185
694
$210K 0.01%
+2,864
695
$210K 0.01%
5,000
696
$209K 0.01%
21,978
-2,803
697
$209K 0.01%
+4,925
698
$209K 0.01%
40,000
699
$208K 0.01%
+6,730
700
$207K 0.01%
+5,750
26 27
28
29 30