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
126
$5.96M 0.21%
99,777
-4,564
127
$5.92M 0.21%
227,508
-88,088
128
$5.91M 0.21%
89,062
-22,109
129
$5.89M 0.21%
263,876
+2,320
130
$5.87M 0.21%
93,907
+27,764
131
$5.79M 0.21%
160,442
+4,096
132
$5.78M 0.2%
111,708
-78,510
133
$5.78M 0.2%
50,648
-13,137
134
$5.72M 0.2%
204,359
+2,730
135
$5.71M 0.2%
120,027
+11,919
136
$5.69M 0.2%
222,651
+20,269
137
$5.57M 0.2%
81,764
+20,177
138
$5.52M 0.2%
42,766
+2,173
139
$5.35M 0.19%
51,243
-37,637
140
$5.28M 0.19%
61,954
+2,426
141
$5.2M 0.18%
143,230
+10,355
142
$5.16M 0.18%
155,495
-21,919
143
$5.15M 0.18%
30,510
-6,123
144
$5.09M 0.18%
50,956
+432
145
$5.02M 0.18%
54,019
-7,059
146
$5M 0.18%
107,047
-11,597
147
$4.96M 0.18%
26,060
-500
148
$4.96M 0.18%
131,313
-938
149
$4.94M 0.17%
463,258
150
$4.92M 0.17%
84,305
+8,120
4 5
6
7 8