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
751
$206K 0.01%
2,597
-222
752
$206K 0.01%
+2,148
753
$206K 0.01%
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754
$206K 0.01%
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755
$205K 0.01%
9,879
-1,622
756
$204K 0.01%
4,940
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757
$204K 0.01%
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758
$204K 0.01%
+7,080
759
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+2,847
760
$202K 0.01%
5,048
-2,920
761
$202K 0.01%
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762
$201K 0.01%
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763
$201K 0.01%
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764
$200K 0.01%
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765
$197K 0.01%
11,949
766
$189K 0.01%
6,715
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767
$184K 0.01%
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768
$182K 0.01%
16,275
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769
$181K 0.01%
10,520
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770
$181K 0.01%
12,400
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771
$173K 0.01%
4,563
+94
772
$169K 0.01%
110,000
-100
773
$166K ﹤0.01%
14,002
-15,737
774
$164K ﹤0.01%
11,809
-4,016
775
$152K ﹤0.01%
+14,164
29 30
31
32 33