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
151
$5.79M 0.17%
463,258
152
$5.79M 0.17%
373,340
-8,201
153
$5.78M 0.17%
322,785
+3,462
154
$5.73M 0.17%
181,289
+8,790
155
$5.72M 0.17%
27,663
+860
156
$5.72M 0.17%
61,497
+19,206
157
$5.71M 0.17%
126,850
+3,138
158
$5.62M 0.16%
50,201
+13,227
159
$5.52M 0.16%
122,784
-2,349
160
$5.45M 0.16%
83,114
+20,472
161
$5.4M 0.16%
101,062
+33,175
162
$5.4M 0.16%
56,678
+2,226
163
$5.35M 0.16%
91,303
-135
164
$5.16M 0.15%
131,265
+5,703
165
$5.14M 0.15%
150,170
-140
166
$5.11M 0.15%
50,793
+4,024
167
$5.02M 0.15%
79,776
+1,386
168
$5.02M 0.15%
19,025
+855
169
$4.94M 0.15%
71,028
+4,985
170
$4.94M 0.15%
97,232
-2,144
171
$4.93M 0.14%
131,363
+6,877
172
$4.86M 0.14%
66,195
+1,207
173
$4.82M 0.14%
68,646
+864
174
$4.8M 0.14%
101,976
-2,746
175
$4.8M 0.14%
24,904
+1,266
5 6
7
8 9