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
$5.04B
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.99M
3
+$7.06M
4
MMM icon
3M
MMM
+$6.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.86M

Top Sells

1
+$11.9M
2
+$8.26M
3
+$7.3M
4
STE icon
Steris
STE
+$5.5M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.44M

Sector Composition

1 Financials 12.08%
2 Healthcare 11.42%
3 Technology 10.71%
4 Industrials 8.43%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.46M 0.11%
66,099
+1,922
227
$5.46M 0.11%
211,405
+9,174
228
$5.42M 0.11%
17,063
-45
229
$5.42M 0.11%
43,375
-3,520
230
$5.36M 0.11%
56,011
+9,267
231
$5.36M 0.11%
94,433
-20,690
232
$5.35M 0.11%
207,992
+18,944
233
$5.28M 0.1%
189,411
+38,151
234
$5.27M 0.1%
42,645
+3,344
235
$5.25M 0.1%
310,372
+7,813
236
$5.2M 0.1%
31,304
+946
237
$5.18M 0.1%
28,953
+8,685
238
$5.16M 0.1%
125,257
-12,614
239
$5.06M 0.1%
89,627
+4,198
240
$5.06M 0.1%
45,440
+5,792
241
$5.04M 0.1%
104,325
-1,832
242
$5.03M 0.1%
85,719
-12,443
243
$5.01M 0.1%
47,440
+3,982
244
$4.99M 0.1%
78,127
-22,086
245
$4.96M 0.1%
47,408
-802
246
$4.96M 0.1%
41,572
+4,066
247
$4.93M 0.1%
144,551
+7,960
248
$4.9M 0.1%
126,178
-16,290
249
$4.88M 0.1%
39,209
+4,586
250
$4.86M 0.1%
38,230
+3,653
8 9
10
11 12