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
176
$4.18M 0.15%
160,934
+6,648
177
$4.16M 0.15%
784,844
-1,945
178
$4.04M 0.14%
163,728
-4,431
179
$4.01M 0.14%
63,898
-2,323
180
$3.96M 0.14%
108,941
+6,600
181
$3.96M 0.14%
78,134
-2,630
182
$3.93M 0.14%
89,486
+14,500
183
$3.9M 0.14%
57,523
-3,253
184
$3.88M 0.14%
67,106
-4,327
185
$3.87M 0.14%
48,839
-16,506
186
$3.85M 0.14%
67,879
-10,904
187
$3.77M 0.13%
24,324
+15,211
188
$3.77M 0.13%
49,712
+4,698
189
$3.75M 0.13%
165,176
190
$3.64M 0.13%
172,066
-71,058
191
$3.63M 0.13%
30,119
+3,564
192
$3.62M 0.13%
28,252
+810
193
$3.58M 0.13%
180,443
+6,406
194
$3.58M 0.13%
146,904
+7,922
195
$3.58M 0.13%
21
196
$3.57M 0.13%
35,984
+583
197
$3.55M 0.13%
333,689
+153,847
198
$3.54M 0.13%
69,981
+4,085
199
$3.54M 0.13%
46,710
+697
200
$3.51M 0.12%
38,286
+4,117
6 7
8
9 10