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
176
$7.19M 0.14%
53,854
-5,159
177
$7.08M 0.13%
12,082
178
$7.05M 0.13%
174,145
-13,947
179
$7M 0.13%
288,027
-6,784
180
$6.99M 0.13%
76,262
-1,223
181
$6.97M 0.13%
107,024
-74,445
182
$6.9M 0.13%
158,483
-19,544
183
$6.89M 0.13%
82,799
-1,436
184
$6.88M 0.13%
167,787
-5,622
185
$6.84M 0.13%
282,140
-151,320
186
$6.83M 0.13%
329,412
-137,308
187
$6.69M 0.13%
49,286
+27,739
188
$6.65M 0.13%
37,847
-200
189
$6.61M 0.13%
49,202
-2,032
190
$6.61M 0.13%
44,142
+1,951
191
$6.51M 0.12%
46,534
-3,042
192
$6.5M 0.12%
281,976
-6,654
193
$6.5M 0.12%
213,778
-8,684
194
$6.44M 0.12%
31,516
-3,126
195
$6.43M 0.12%
175,864
-7,971
196
$6.43M 0.12%
165,257
-9,859
197
$6.4M 0.12%
45,800
+919
198
$6.38M 0.12%
144,165
-6,415
199
$6.33M 0.12%
133,941
+4,297
200
$6.32M 0.12%
154,154
-4,999
6 7
8
9 10