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
$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
726
$222K 0.01%
2,827
-305
727
$222K 0.01%
1,936
-954
728
$222K 0.01%
+2,027
729
$220K 0.01%
2,058
-418
730
$219K 0.01%
8,852
-1,342
731
$219K 0.01%
+1,183
732
$218K 0.01%
+5,182
733
$216K 0.01%
2,775
-94
734
$216K 0.01%
+14,580
735
$215K 0.01%
5,467
-1,211
736
$215K 0.01%
3,741
-898
737
$215K 0.01%
+3,958
738
$215K 0.01%
16,422
739
$215K 0.01%
7,540
-3,130
740
$213K 0.01%
+4,208
741
$213K 0.01%
+3,181
742
$213K 0.01%
1,741
-57
743
$212K 0.01%
+6,085
744
$211K 0.01%
4,159
-1,661
745
$210K 0.01%
12,327
-2,455
746
$210K 0.01%
+3,028
747
$210K 0.01%
+520
748
$210K 0.01%
+10,313
749
$209K 0.01%
+2,992
750
$209K 0.01%
+1,659
28 29
30
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