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
126
$10.4M 0.2%
158,781
-6,679
127
$10.3M 0.2%
118,045
+3,049
128
$10.3M 0.2%
95,528
-3,932
129
$10.3M 0.2%
105,138
-7,742
130
$10.2M 0.19%
164,224
-629
131
$10.2M 0.19%
76,849
-9,330
132
$10.2M 0.19%
184,585
-21,725
133
$10.2M 0.19%
107,734
-1,536
134
$10.1M 0.19%
457,879
-93,747
135
$9.7M 0.18%
203,203
-5,531
136
$9.6M 0.18%
39,372
-1,867
137
$9.47M 0.18%
56,058
+143
138
$9.45M 0.18%
92,141
-2,203
139
$9.45M 0.18%
475,532
-51,766
140
$9.29M 0.18%
305,415
-138
141
$9.29M 0.18%
49,808
-1,843
142
$9.26M 0.18%
348,486
+30,630
143
$9.15M 0.17%
12,482
144
$9.15M 0.17%
133,952
-7,310
145
$9.14M 0.17%
152,862
+7,060
146
$9.12M 0.17%
124,545
-3,334
147
$9.04M 0.17%
110,938
-11,970
148
$8.88M 0.17%
69,922
-2,979
149
$8.72M 0.17%
144,032
+18
150
$8.71M 0.17%
127,686
+570
4 5
6
7 8