Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.41B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.38M
3
+$5.21M
4
KMI icon
Kinder Morgan
KMI
+$5.15M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.03M

Top Sells

1
+$15.6M
2
+$9.51M
3
+$9.45M
4
MO icon
Altria Group
MO
+$6.89M
5
URS
URS CORP
URS
+$6.8M

Sector Composition

1 Financials 11.38%
2 Healthcare 11.01%
3 Technology 9.94%
4 Consumer Staples 8.46%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.9M 0.53%
493,706
-44,204
52
$17.8M 0.52%
199,773
+18,986
53
$17.8M 0.52%
141,685
-8,321
54
$17.5M 0.51%
323,135
+6,435
55
$16.9M 0.5%
200,183
-591
56
$16.7M 0.49%
177,052
-12,073
57
$16.3M 0.48%
640,526
+13,653
58
$15.9M 0.47%
133,186
+12,038
59
$15.5M 0.45%
224,393
+27,972
60
$15.4M 0.45%
333,964
+3,533
61
$15.3M 0.45%
528,464
+52,602
62
$15.2M 0.45%
145,233
+7,561
63
$15.2M 0.44%
135,328
-2,635
64
$15.2M 0.44%
846,191
+64,010
65
$14.9M 0.44%
233,582
+13,500
66
$14.6M 0.43%
247,908
-7,836
67
$14.5M 0.42%
362,288
+4,472
68
$14.2M 0.42%
168,339
+14,298
69
$13.7M 0.4%
238,363
-11,410
70
$13.6M 0.4%
275,502
-139,742
71
$13.1M 0.39%
442,117
+55,705
72
$13.1M 0.38%
722,152
+36,411
73
$12.5M 0.37%
228,588
+10,598
74
$12.3M 0.36%
452,111
+15,033
75
$12.2M 0.36%
102,532
-3,147
1 2
3
4 5