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
101
$9.55M 0.28%
8,373
+311
102
$9.44M 0.28%
212,127
+12,076
103
$9.44M 0.28%
172,161
-567
104
$9.42M 0.28%
62,280
+225
105
$9.12M 0.27%
145,733
-828
106
$8.67M 0.25%
125,892
+75,595
107
$8.64M 0.25%
16,550
108
$8.54M 0.25%
51,070
-2,053
109
$8.33M 0.24%
198,332
-3,363
110
$8.08M 0.24%
197,052
+5,424
111
$7.89M 0.23%
333,942
-83,533
112
$7.8M 0.23%
77,147
-2,277
113
$7.73M 0.23%
134,122
+1,306
114
$7.64M 0.22%
210,229
-100,156
115
$7.4M 0.22%
65,165
-12,916
116
$7.36M 0.22%
120,308
-4,272
117
$7.36M 0.22%
143,663
+18,073
118
$7.34M 0.22%
51,796
-3,717
119
$7.3M 0.21%
116,547
-20,652
120
$7.21M 0.21%
112,621
+9,716
121
$7.18M 0.21%
77,948
+5,974
122
$7.13M 0.21%
74,017
+2,403
123
$7.04M 0.21%
56,034
+5,714
124
$7M 0.21%
75,916
-1,846
125
$6.95M 0.2%
137,852
+7,499
3 4
5
6 7