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
$5.6B
AUM Growth
+$721M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$16M
3
+$13.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.13M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.7M

Top Sells

1
+$7.63M
2
+$6.43M
3
+$6.41M
4
BA icon
Boeing
BA
+$4.93M
5
TSN icon
Tyson Foods
TSN
+$4.11M

Sector Composition

1 Technology 11.45%
2 Financials 10.72%
3 Healthcare 9.73%
4 Consumer Discretionary 7.18%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.76M 0.09%
155,108
-1,304
227
$4.73M 0.08%
28,663
-179
228
$4.72M 0.08%
62,457
229
$4.72M 0.08%
148,590
-5,140
230
$4.67M 0.08%
43,226
+620
231
$4.67M 0.08%
83,138
+5,190
232
$4.65M 0.08%
79,052
+14,348
233
$4.56M 0.08%
56,061
-14,362
234
$4.56M 0.08%
88,549
+8,762
235
$4.53M 0.08%
70,792
+366
236
$4.5M 0.08%
62,053
+9,546
237
$4.48M 0.08%
81,104
+46,235
238
$4.46M 0.08%
64,072
-16,672
239
$4.43M 0.08%
70,734
-4,658
240
$4.37M 0.08%
23,929
+62
241
$4.36M 0.08%
24,891
+18,497
242
$4.34M 0.08%
73,285
+1,704
243
$4.32M 0.08%
89,424
+548
244
$4.28M 0.08%
43,043
+4,079
245
$4.24M 0.08%
140,861
-97,290
246
$4.18M 0.07%
100,331
-1,657
247
$4.18M 0.07%
22,895
-16,430
248
$4.16M 0.07%
40,011
-405
249
$4.16M 0.07%
39,167
+1,543
250
$4.08M 0.07%
64,917
-569
8 9
10
11 12