Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
1
$122M 3.58%
3,138,702
+77,427
2
$105M 3.07%
1,721,946
+82,718
3
$71.2M 2.09%
745,078
+160
4
$61.6M 1.81%
299,561
+50,071
5
$50.5M 1.48%
1,829,732
-108,932
6
$50.3M 1.48%
543,837
-13,740
7
$41.3M 1.21%
555,349
-15,009
8
$37.8M 1.11%
311,746
+35,405
9
$37.1M 1.09%
458,625
+27,391
10
$36.1M 1.06%
382,065
-5,914
11
$34.7M 1.02%
746,019
-14,869
12
$34M 1%
302,771
+6,227
13
$33.4M 0.98%
789,467
+121,694
14
$32.4M 0.95%
1,097,581
-17,671
15
$31.9M 0.94%
682,072
+24,518
16
$31.7M 0.93%
806,139
+33,214
17
$31.6M 0.93%
380,386
-5,559
18
$30.4M 0.89%
595,270
-13,569
19
$30.2M 0.89%
370,891
-191,669
20
$29.8M 0.87%
284,961
+24,260
21
$29.7M 0.87%
521,414
+34,360
22
$27.2M 0.8%
650,992
+80,944
23
$27.1M 0.8%
289,439
+4,261
24
$27M 0.79%
258,514
-3
25
$26.2M 0.77%
619,780
-89,551
1
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