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
51
$24.8M 0.47%
1,190,012
+205
52
$23.6M 0.45%
247,020
+3,332
53
$23.5M 0.45%
290,530
+11,688
54
$23.2M 0.44%
286,362
+21,568
55
$23.2M 0.44%
222,262
-4,605
56
$23.2M 0.44%
154,541
-1,038
57
$23M 0.44%
255,613
+9,538
58
$22.7M 0.43%
402,120
+8,520
59
$22M 0.42%
779,979
-8,150
60
$22M 0.42%
391,723
-16,917
61
$21.9M 0.42%
205,872
-5,797
62
$20.5M 0.39%
197,880
-2,391
63
$20.3M 0.39%
183,053
-417
64
$20.2M 0.38%
615,701
-3,327
65
$20.2M 0.38%
177,576
-4,372
66
$20.2M 0.38%
241,119
+4,313
67
$19.6M 0.37%
250,427
+23,330
68
$19.5M 0.37%
118,620
-1,292
69
$19.5M 0.37%
100,846
-2,138
70
$19.4M 0.37%
314,926
-17,820
71
$19.1M 0.36%
56,965
-647
72
$19M 0.36%
533,201
+898
73
$18.7M 0.36%
337,153
-17,818
74
$18.6M 0.35%
242,803
-4,797
75
$18.5M 0.35%
99,903
-481
1 2
3
4 5