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
101
$13.2M 0.25%
312,204
-5,786
102
$13.1M 0.25%
409,384
103
$13M 0.25%
164,730
+2,210
104
$13M 0.25%
244,494
-18,194
105
$12.9M 0.25%
200,617
+15,413
106
$12.6M 0.24%
165,632
-19,382
107
$12.3M 0.23%
60,014
-2,507
108
$12.1M 0.23%
115,000
+1,234
109
$12.1M 0.23%
131,283
-2,774
110
$11.8M 0.22%
241,888
+98,058
111
$11.8M 0.22%
63,247
+486
112
$11.8M 0.22%
88,774
-7,255
113
$11.7M 0.22%
195,084
+1,096
114
$11.7M 0.22%
144,448
-3,101
115
$11.5M 0.22%
136,946
-1,956
116
$11.4M 0.22%
119,132
+10,775
117
$11.1M 0.21%
81,452
-6,716
118
$11M 0.21%
104,605
-2,182
119
$10.9M 0.21%
111,591
+4,763
120
$10.8M 0.21%
146,499
-10,346
121
$10.8M 0.2%
156,332
+32,972
122
$10.7M 0.2%
249,165
+13,021
123
$10.7M 0.2%
87,746
-18,463
124
$10.6M 0.2%
115,377
-1,174
125
$10.4M 0.2%
335,670
+48,602
3 4
5
6 7