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
726
$209K ﹤0.01%
757
+23
727
$207K ﹤0.01%
13,445
728
$205K ﹤0.01%
+305
729
$204K ﹤0.01%
5,506
-306
730
$203K ﹤0.01%
+1,664
731
$203K ﹤0.01%
+13,212
732
$200K ﹤0.01%
+4,229
733
$199K ﹤0.01%
18,506
-1,000
734
$196K ﹤0.01%
16,264
+228
735
$186K ﹤0.01%
14,607
+336
736
$186K ﹤0.01%
10,090
737
$178K ﹤0.01%
33,680
+13,682
738
$173K ﹤0.01%
35,801
+578
739
$166K ﹤0.01%
10,138
-226
740
$166K ﹤0.01%
10,053
741
$165K ﹤0.01%
12,516
+1,032
742
$162K ﹤0.01%
15,770
+342
743
$161K ﹤0.01%
1,000
744
$159K ﹤0.01%
11,874
-207
745
$147K ﹤0.01%
19,006
+494
746
$137K ﹤0.01%
11,000
-5,000
747
$131K ﹤0.01%
+10,580
748
$129K ﹤0.01%
13,825
+337
749
$128K ﹤0.01%
10,180
+153
750
$121K ﹤0.01%
12,693
28 29
30
31 32