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
151
$4.87M 0.17%
121,202
-188,952
152
$4.85M 0.17%
92,476
+3,812
153
$4.81M 0.17%
54,905
+1,577
154
$4.77M 0.17%
138,737
+12,240
155
$4.74M 0.17%
64,339
-9,207
156
$4.67M 0.17%
110,913
+5,814
157
$4.64M 0.16%
166,007
+7,449
158
$4.59M 0.16%
141,800
+3,034
159
$4.56M 0.16%
438,866
+41,951
160
$4.56M 0.16%
111,074
+4,066
161
$4.53M 0.16%
115,910
+6,240
162
$4.53M 0.16%
62,989
+457
163
$4.53M 0.16%
2,364
+1,529
164
$4.51M 0.16%
70,268
-5,898
165
$4.45M 0.16%
322,307
+9,641
166
$4.41M 0.16%
48,848
-1,379
167
$4.4M 0.16%
120,136
+2,331
168
$4.4M 0.16%
19,432
+353
169
$4.38M 0.16%
63,552
-4,553
170
$4.36M 0.15%
37,861
+1,333
171
$4.33M 0.15%
77,844
-4,040
172
$4.3M 0.15%
65,469
+1,337
173
$4.27M 0.15%
327,140
+17,727
174
$4.21M 0.15%
93,166
-384
175
$4.19M 0.15%
60,824
-36,070
5 6
7
8 9