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
676
$303K 0.01%
6,710
-225
677
$300K 0.01%
3,375
-753
678
$296K 0.01%
5,069
+193
679
$292K 0.01%
4,619
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680
$287K 0.01%
6,461
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681
$287K 0.01%
2,505
-287
682
$286K 0.01%
6,370
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683
$284K 0.01%
7,647
-250
684
$281K 0.01%
6,498
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685
$281K 0.01%
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686
$279K 0.01%
2,551
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687
$277K 0.01%
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688
$270K 0.01%
3,568
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689
$266K 0.01%
18,550
-23
690
$264K 0.01%
2,461
691
$254K ﹤0.01%
100,000
692
$252K ﹤0.01%
13,830
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693
$252K ﹤0.01%
+5,073
694
$250K ﹤0.01%
2,342
-2,570
695
$250K ﹤0.01%
15,795
-249
696
$249K ﹤0.01%
2,231
-60
697
$248K ﹤0.01%
10,071
-618
698
$245K ﹤0.01%
27,795
699
$244K ﹤0.01%
4,230
-110
700
$244K ﹤0.01%
+5,209
26 27
28
29 30