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
$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
1
$172M 3.27%
3,403,813
+113,006
2
$162M 3.09%
2,424,640
+1,131
3
$116M 2.22%
429,407
+9,582
4
$100M 1.9%
1,014,450
-12,564
5
$94.4M 1.8%
1,780,404
+45,792
6
$94.3M 1.8%
656,073
-724
7
$85.4M 1.63%
1,846,416
+2,324
8
$83.6M 1.59%
1,001,936
+54,841
9
$68.8M 1.31%
1,765,640
+60,010
10
$68.7M 1.31%
1,585,028
-115,855
11
$67.7M 1.29%
817,950
+23,720
12
$58.7M 1.12%
483,635
-10,563
13
$55.9M 1.06%
1,299,600
+17,782
14
$54.7M 1.04%
589,877
-20,822
15
$52.8M 1%
435,076
+19,101
16
$52.6M 1%
270,658
-2,444
17
$51.5M 0.98%
206,422
+20,340
18
$45.9M 0.87%
912,967
-14,654
19
$45M 0.86%
183,500
-1,950
20
$44M 0.84%
403,842
-5,343
21
$41.3M 0.79%
942,112
+593
22
$40.7M 0.77%
948,637
+6,200
23
$40.1M 0.76%
472,080
-7,600
24
$40.1M 0.76%
409,824
+4,762
25
$39.2M 0.75%
239,760
-5,982
1
2 3 4 5