Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
76
$12.2M 0.36%
99,089
+9,215
77
$12.1M 0.35%
205,066
-5,666
78
$12.1M 0.35%
184,052
+7,108
79
$12M 0.35%
227,658
+3,268
80
$11.9M 0.35%
198,996
+7,492
81
$11.9M 0.35%
126,140
-11,992
82
$11.8M 0.35%
141,067
+12,233
83
$11.7M 0.34%
579,552
-15,137
84
$11.7M 0.34%
149,854
+11,753
85
$11.6M 0.34%
628,270
-337
86
$11.2M 0.33%
403,612
-10,137
87
$11.1M 0.33%
211,430
+47,248
88
$11.1M 0.32%
494,615
-13,811
89
$11M 0.32%
410,713
+35,316
90
$11M 0.32%
160,320
-6,319
91
$11M 0.32%
243,677
+13,765
92
$10.9M 0.32%
226,683
+2,014
93
$10.9M 0.32%
70,792
-1,961
94
$10.7M 0.31%
89,188
-4,845
95
$10.5M 0.31%
236,426
+1,824
96
$10.5M 0.31%
226,016
+15,808
97
$10.2M 0.3%
182,888
+10,491
98
$9.86M 0.29%
125,465
-3,510
99
$9.79M 0.29%
270,256
-389
100
$9.79M 0.29%
229,333
+7,325
2 3
4
5 6