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
$4.88B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$14.4M
3
+$10.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.54M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.22M

Top Sells

1
+$5.14M
2
+$4.83M
3
+$4.19M
4
USB icon
US Bancorp
USB
+$3.97M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.88M

Sector Composition

1 Technology 11.18%
2 Financials 11.07%
3 Healthcare 11.06%
4 Consumer Discretionary 7.14%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.3M 0.09%
+79,787
227
$4.28M 0.09%
62,457
-3,336
228
$4.26M 0.09%
80,470
+7,278
229
$4.24M 0.09%
30,916
+1,639
230
$4.22M 0.09%
70,426
-883
231
$4.15M 0.09%
+47,721
232
$4.13M 0.08%
25,823
+1,824
233
$4.11M 0.08%
213,226
-44,108
234
$4.02M 0.08%
103,288
-19,650
235
$4M 0.08%
+65,486
236
$3.93M 0.08%
147,954
-37,979
237
$3.89M 0.08%
42,606
-1,318
238
$3.86M 0.08%
88,876
+6,528
239
$3.84M 0.08%
77,855
-38,462
240
$3.79M 0.08%
95,547
-8,732
241
$3.76M 0.08%
182,536
-127,119
242
$3.68M 0.08%
48,011
-20,083
243
$3.66M 0.08%
15,497
+10,804
244
$3.64M 0.07%
25,057
-22,836
245
$3.61M 0.07%
71,581
-1,324
246
$3.58M 0.07%
35,044
+708
247
$3.57M 0.07%
129,717
-8,084
248
$3.56M 0.07%
37,624
-333
249
$3.55M 0.07%
95,114
-45,990
250
$3.54M 0.07%
65,583
+7,558
8 9
10
11 12