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
776
$135K ﹤0.01%
4,198
+550
777
$126K ﹤0.01%
+19,443
778
$123K ﹤0.01%
2,497
+1,274
779
$122K ﹤0.01%
+10,000
780
$106K ﹤0.01%
10,735
-2,695
781
$101K ﹤0.01%
12,093
782
$87K ﹤0.01%
10,000
-1,605
783
$74K ﹤0.01%
18,487
-143,174
784
$73K ﹤0.01%
10,276
-2,154
785
$66K ﹤0.01%
3,403
786
$56K ﹤0.01%
11,028
-22
787
$50K ﹤0.01%
1,200
788
$32K ﹤0.01%
11,317
-4,193
789
$26K ﹤0.01%
+10,000
790
$16K ﹤0.01%
12,010
791
– –
-7,980
792
– –
-16,269
793
– –
-2,985
794
– –
-17,862
795
– –
-5,843
796
– –
-6,400
797
– –
-6,719
798
– –
-24,210
799
– –
-1,097
800
– –
-30,530
30 31
32
33 34