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
76
$18.4M 0.35%
99,498
-101
77
$18.4M 0.35%
312,948
-11,082
78
$18M 0.34%
220,154
-3,661
79
$18M 0.34%
228,093
-11,451
80
$17.8M 0.34%
374,742
-5,596
81
$17.5M 0.33%
214,502
-7,108
82
$17.5M 0.33%
123,351
+418
83
$16.3M 0.31%
251,432
+25,079
84
$16.2M 0.31%
150,519
-1,729
85
$16.2M 0.31%
284,722
-11,254
86
$16.1M 0.31%
103,451
+4,040
87
$16M 0.31%
239,194
+1,681
88
$15.9M 0.3%
921,700
-20,650
89
$15.8M 0.3%
222,806
-5,021
90
$15.7M 0.3%
517,675
-208,933
91
$15.4M 0.29%
180,222
+9,089
92
$15.2M 0.29%
148,474
-28,149
93
$15M 0.29%
196,503
-6,278
94
$14.6M 0.28%
264,214
+5,832
95
$14.4M 0.27%
364,922
+2,552
96
$13.6M 0.26%
307,919
+2,679
97
$13.5M 0.26%
265,361
+27,294
98
$13.5M 0.26%
259,978
-14,066
99
$13.4M 0.25%
197,828
-32,699
100
$13.2M 0.25%
100,504
-2,917
2 3
4
5 6