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
701
$243K ﹤0.01%
4,496
-1,259
702
$243K ﹤0.01%
2,178
703
$243K ﹤0.01%
1,429
-79
704
$242K ﹤0.01%
2,000
-3
705
$240K ﹤0.01%
5,027
+229
706
$239K ﹤0.01%
3,865
+493
707
$239K ﹤0.01%
1,786
-25
708
$238K ﹤0.01%
8,047
+802
709
$236K ﹤0.01%
2,209
-1,176
710
$232K ﹤0.01%
2,783
-284
711
$231K ﹤0.01%
1,840
712
$230K ﹤0.01%
224
-71
713
$230K ﹤0.01%
11,138
+124
714
$229K ﹤0.01%
5,570
-3,958
715
$227K ﹤0.01%
+5,000
716
$226K ﹤0.01%
+2,063
717
$223K ﹤0.01%
19,399
-1
718
$222K ﹤0.01%
18,404
+3,718
719
$222K ﹤0.01%
+5,725
720
$216K ﹤0.01%
14,284
-41,738
721
$213K ﹤0.01%
4,906
+12
722
$213K ﹤0.01%
6,077
723
$212K ﹤0.01%
+7,105
724
$210K ﹤0.01%
520
-8
725
$209K ﹤0.01%
6,229
-275
27 28
29
30 31