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
701
$207K 0.01%
13,510
+695
702
$205K 0.01%
+3,499
703
$204K 0.01%
+5,275
704
$202K 0.01%
+14,660
705
$201K 0.01%
+9,795
706
$200K 0.01%
4,797
-648
707
$195K 0.01%
11,949
708
$194K 0.01%
+20,210
709
$193K 0.01%
+10,493
710
$190K 0.01%
12,150
-2,210
711
$189K 0.01%
1,204
+103
712
$184K 0.01%
9,413
-1,447
713
$179K 0.01%
12,189
-3,516
714
$174K 0.01%
11,386
-1,143
715
$171K 0.01%
54,643
-5,550
716
$161K 0.01%
+11,130
717
$158K 0.01%
19,093
-180
718
$158K 0.01%
2,521
-57
719
$156K 0.01%
12,500
-151
720
$139K ﹤0.01%
10,618
-2,060
721
$131K ﹤0.01%
10,900
722
$121K ﹤0.01%
+21,000
723
$95K ﹤0.01%
12,500
-3,310
724
$93K ﹤0.01%
1,485
-3,337
725
$92K ﹤0.01%
+10,496
27 28
29
30 31