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
101
$7.78M 0.28%
179,892
+11,426
102
$7.74M 0.27%
201,643
+17,870
103
$7.62M 0.27%
67,098
+1,961
104
$7.48M 0.27%
129,203
+357
105
$7.4M 0.26%
158,792
-1,128
106
$7.33M 0.26%
233,339
-13,051
107
$7.32M 0.26%
102,270
-18,194
108
$7.27M 0.26%
150,938
+173
109
$7.27M 0.26%
70,909
+7,615
110
$7.14M 0.25%
185,490
+10,134
111
$6.95M 0.25%
38,037
-12,970
112
$6.91M 0.24%
81,626
-5,496
113
$6.9M 0.24%
122,038
+8,013
114
$6.9M 0.24%
60,773
-1,187
115
$6.82M 0.24%
104,524
+5,774
116
$6.76M 0.24%
163,566
-36,288
117
$6.74M 0.24%
217,330
-13,272
118
$6.69M 0.24%
65,016
+5,189
119
$6.68M 0.24%
109,654
+15,206
120
$6.59M 0.23%
423,088
+159,092
121
$6.54M 0.23%
120,688
-1,268
122
$6.49M 0.23%
384,460
-24,387
123
$6.29M 0.22%
152,888
-34,316
124
$6.15M 0.22%
127,833
-27,319
125
$6.01M 0.21%
149,198
-1,543
3 4
5
6 7