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
151
$8.68M 0.17%
302,862
-6,482
152
$8.63M 0.16%
171,330
+6,242
153
$8.61M 0.16%
88,396
-3,809
154
$8.44M 0.16%
342,009
-27,859
155
$8.32M 0.16%
59,273
-150
156
$8.25M 0.16%
405,761
-66,960
157
$8.16M 0.16%
160,640
+2,441
158
$8.12M 0.15%
33,404
-1,779
159
$8.07M 0.15%
143,611
-7,135
160
$7.94M 0.15%
163,490
-1,810
161
$7.82M 0.15%
360,363
+13,009
162
$7.79M 0.15%
39,643
+4,071
163
$7.76M 0.15%
26,275
-97
164
$7.72M 0.15%
68,779
-830
165
$7.63M 0.15%
50,585
+2,666
166
$7.59M 0.14%
62,149
-8,440
167
$7.59M 0.14%
160,164
-4,097
168
$7.58M 0.14%
124,812
-12,086
169
$7.54M 0.14%
40,576
-2,522
170
$7.44M 0.14%
133,941
-17,881
171
$7.42M 0.14%
68,037
-9,206
172
$7.36M 0.14%
100,720
+2,199
173
$7.3M 0.14%
157,644
+1,138
174
$7.28M 0.14%
240,569
-24,277
175
$7.23M 0.14%
86,960
-7,603
5 6
7
8 9