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
$2.82B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$7.26M
3
+$5.95M
4
QCOM icon
Qualcomm
QCOM
+$5.34M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.63M

Top Sells

1
+$10.5M
2
+$7.58M
3
+$6.33M
4
TEL icon
TE Connectivity
TEL
+$4.07M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.93M

Sector Composition

1 Financials 13.01%
2 Healthcare 10.36%
3 Energy 9.96%
4 Technology 9.71%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10M 0.36%
160,915
+7,213
77
$9.94M 0.35%
93,252
-2,603
78
$9.62M 0.34%
178,142
+6,522
79
$9.6M 0.34%
408,800
+8,988
80
$9.52M 0.34%
176,358
-3,582
81
$9.47M 0.34%
121,938
-6,498
82
$9.36M 0.33%
341,800
+49,805
83
$9.34M 0.33%
214,039
-6,348
84
$9.27M 0.33%
291,806
+24,977
85
$9.1M 0.32%
216,641
-10,380
86
$9.08M 0.32%
107,335
+11,910
87
$8.88M 0.31%
8,786
+897
88
$8.87M 0.31%
258,075
+2,038
89
$8.85M 0.31%
418,084
+25,446
90
$8.73M 0.31%
136,808
+12,973
91
$8.45M 0.3%
160,440
-8,476
92
$8.44M 0.3%
145,469
-1,836
93
$8.43M 0.3%
126,235
-4,900
94
$8.27M 0.29%
118,514
+13,864
95
$8.26M 0.29%
442,504
+116,704
96
$8.18M 0.29%
160,044
-1,064
97
$8.18M 0.29%
482,322
+7,260
98
$8.05M 0.29%
155,759
-30,499
99
$7.99M 0.28%
129,280
+18,897
100
$7.83M 0.28%
273,369
+7,421
2 3
4
5 6