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
201
$3.48M 0.12%
169,551
+12,862
202
$3.34M 0.12%
93,323
-51,157
203
$3.31M 0.12%
140,719
+23,942
204
$3.28M 0.12%
25,775
-2,781
205
$3.25M 0.12%
62,843
+5,443
206
$3.25M 0.12%
27,636
-6,068
207
$3.21M 0.11%
42,450
+2,173
208
$3.18M 0.11%
53,291
-2,030
209
$3.14M 0.11%
44,527
+21,546
210
$3.1M 0.11%
196,504
+38,464
211
$3.07M 0.11%
181,380
+41,280
212
$3.02M 0.11%
201,826
213
$3.01M 0.11%
74,121
-41,687
214
$2.97M 0.11%
32,869
-4,947
215
$2.95M 0.1%
58,579
-12,826
216
$2.93M 0.1%
60,151
+55,660
217
$2.88M 0.1%
101,885
+2,676
218
$2.86M 0.1%
45,875
-645
219
$2.85M 0.1%
36,855
+4,083
220
$2.84M 0.1%
52,070
-64,173
221
$2.83M 0.1%
24,689
+2,729
222
$2.79M 0.1%
+47,586
223
$2.75M 0.1%
34,037
+29,401
224
$2.75M 0.1%
52,360
+1,312
225
$2.74M 0.1%
67,434
+11,728
7 8
9
10 11