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
$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
126
$6.95M 0.2%
50,603
+387
127
$6.95M 0.2%
129,996
-4,810
128
$6.95M 0.2%
80,176
-98
129
$6.89M 0.2%
67,740
+4,214
130
$6.69M 0.2%
216,225
-305,242
131
$6.65M 0.2%
194,641
+21,094
132
$6.64M 0.2%
57,510
+2,225
133
$6.62M 0.19%
134,758
+8,827
134
$6.59M 0.19%
148,391
-27,503
135
$6.57M 0.19%
63,129
-1
136
$6.53M 0.19%
79,041
+216
137
$6.52M 0.19%
49,750
+2,024
138
$6.49M 0.19%
232,740
-8,656
139
$6.48M 0.19%
6,200
+292
140
$6.43M 0.19%
61,297
+2,176
141
$6.43M 0.19%
181,274
+2,710
142
$6.38M 0.19%
+102,442
143
$6.29M 0.18%
101,970
-233
144
$6.25M 0.18%
89,807
-9,913
145
$6.25M 0.18%
142,425
-3,160
146
$6.23M 0.18%
81,065
+11,947
147
$5.99M 0.18%
186,308
+17,382
148
$5.98M 0.18%
78,853
+5,864
149
$5.96M 0.17%
53,986
+2,603
150
$5.87M 0.17%
84,897
+9,265
4 5
6
7 8