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
201
$3.89M 0.11%
53,751
-2,077
202
$3.88M 0.11%
10,852
-876
203
$3.87M 0.11%
249,140
-208,160
204
$3.85M 0.11%
215,519
+20,581
205
$3.83M 0.11%
89,007
+4,841
206
$3.79M 0.11%
112,264
+36,818
207
$3.77M 0.11%
84,338
+3,559
208
$3.76M 0.11%
31,596
-693
209
$3.74M 0.11%
97,506
+29,634
210
$3.68M 0.11%
33,583
-2,348
211
$3.57M 0.1%
490,436
-46,521
212
$3.54M 0.1%
30,565
+2,222
213
$3.5M 0.1%
92,466
+23,129
214
$3.39M 0.1%
219,063
-34,572
215
$3.37M 0.1%
+28,020
216
$3.26M 0.1%
45,208
+2,036
217
$3.23M 0.09%
39,429
+5,229
218
$3.23M 0.09%
+75,685
219
$3.21M 0.09%
38,904
+908
220
$3.17M 0.09%
354,678
-57,519
221
$3.17M 0.09%
184,335
-4,981
222
$3.15M 0.09%
34,712
-1,841
223
$3.13M 0.09%
82,288
-4,145
224
$3.11M 0.09%
139,505
+1,992
225
$3.08M 0.09%
37,405
-747
7 8
9
10 11