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
51
$14M 0.5%
153,260
+10,019
52
$13.7M 0.49%
674,424
-37,386
53
$13.6M 0.48%
409,388
+18,543
54
$13.3M 0.47%
370,197
+15,689
55
$13.1M 0.47%
208,868
+6,445
56
$13M 0.46%
278,073
-5,888
57
$12.8M 0.45%
122,950
-2,907
58
$12.7M 0.45%
406,197
+4,926
59
$12.4M 0.44%
186,832
+63,066
60
$12.3M 0.43%
181,005
+5,105
61
$12.3M 0.43%
95,679
-13,979
62
$11.9M 0.42%
142,109
+10,705
63
$11.8M 0.42%
396,883
+199,489
64
$11.6M 0.41%
179,958
-1,818
65
$11.3M 0.4%
170,769
+22,763
66
$11.3M 0.4%
724,200
-24,680
67
$11.1M 0.39%
682,405
+63,019
68
$10.8M 0.38%
311,916
+16,460
69
$10.7M 0.38%
671,476
-15,076
70
$10.6M 0.38%
197,374
+12,436
71
$10.4M 0.37%
140,992
+13,404
72
$10.4M 0.37%
171,950
+13,352
73
$10.3M 0.37%
223,595
-28,146
74
$10.3M 0.37%
239,918
+168,755
75
$10.3M 0.37%
440,306
-40,078
1 2
3
4 5