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
201
$6.28M 0.12%
100,369
+1,549
202
$6.25M 0.12%
38,897
+31,123
203
$6.23M 0.12%
60,161
-3,299
204
$6.15M 0.12%
82,762
-13,020
205
$6.13M 0.12%
46,502
-1,565
206
$6.12M 0.12%
45,091
-418
207
$6.12M 0.12%
201,350
+2,684
208
$6.03M 0.11%
86,651
-912
209
$5.99M 0.11%
131,814
+8,290
210
$5.96M 0.11%
851,633
+32,387
211
$5.93M 0.11%
85,638
-5,977
212
$5.91M 0.11%
51,124
+1,883
213
$5.88M 0.11%
16,547
214
$5.86M 0.11%
166,845
-9,378
215
$5.72M 0.11%
113,468
+11,925
216
$5.68M 0.11%
28,690
-772
217
$5.68M 0.11%
94,280
-7,128
218
$5.66M 0.11%
131,544
-2,804
219
$5.64M 0.11%
71,629
+853
220
$5.5M 0.1%
58,843
-26
221
$5.47M 0.1%
40,496
-1,052
222
$5.41M 0.1%
37,554
+703
223
$5.41M 0.1%
115,239
-1,900
224
$5.33M 0.1%
39,727
+15
225
$5.29M 0.1%
72,841
-1,007
7 8
9
10 11