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
176
$4.77M 0.14%
33,066
+1,020
177
$4.67M 0.14%
103,944
+2,559
178
$4.65M 0.14%
219,590
-3,722
179
$4.64M 0.14%
67,407
+1,545
180
$4.56M 0.13%
149,406
-1,304
181
$4.48M 0.13%
320,797
+10,854
182
$4.46M 0.13%
158,656
+35,540
183
$4.46M 0.13%
31,303
+1,494
184
$4.44M 0.13%
155,004
-1,257
185
$4.44M 0.13%
130,233
-4,087
186
$4.37M 0.13%
64,355
+572
187
$4.35M 0.13%
63,024
-432
188
$4.34M 0.13%
34,496
+3,905
189
$4.34M 0.13%
413,049
+24,094
190
$4.25M 0.12%
56,041
-16,512
191
$4.22M 0.12%
103,715
+22,567
192
$4.22M 0.12%
124,722
+16,247
193
$4.14M 0.12%
154,350
-2,576
194
$4.1M 0.12%
77,698
-2,477
195
$4.08M 0.12%
48,370
-2,021
196
$4.08M 0.12%
88,139
-5,527
197
$4.07M 0.12%
38,439
-4,302
198
$4.07M 0.12%
38,460
+3,710
199
$4.03M 0.12%
35,835
-376
200
$3.9M 0.11%
30,086
+347
6 7
8
9 10