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
$5.77B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.42M
3
+$6.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.88M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.52M

Top Sells

1
+$12.5M
2
+$6.25M
3
+$4.56M
4
LOW icon
Lowe's Companies
LOW
+$4.34M
5
PFE icon
Pfizer
PFE
+$3.62M

Sector Composition

1 Technology 11.55%
2 Financials 10.77%
3 Healthcare 9.23%
4 Consumer Discretionary 7.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.82M 0.08%
31,789
-2
227
$4.82M 0.08%
58,844
-31,139
228
$4.81M 0.08%
22,977
+5,143
229
$4.78M 0.08%
41,655
+2,488
230
$4.73M 0.08%
152,447
+3,857
231
$4.7M 0.08%
164,231
+9,123
232
$4.68M 0.08%
49,131
+6,088
233
$4.66M 0.08%
67,751
-1,954
234
$4.63M 0.08%
37,920
-2,091
235
$4.63M 0.08%
36,525
-6,701
236
$4.59M 0.08%
70,491
-243
237
$4.53M 0.08%
54,226
+964
238
$4.37M 0.08%
68,547
+3,630
239
$4.22M 0.07%
36,179
+1,571
240
$4.19M 0.07%
53,991
-10,081
241
$4.19M 0.07%
63,705
-7,087
242
$4.15M 0.07%
62,659
-25,635
243
$4.07M 0.07%
49,693
-6,368
244
$4.06M 0.07%
98,305
+2,438
245
$4.06M 0.07%
29,792
-18,353
246
$4.06M 0.07%
82,035
+2,983
247
$4.02M 0.07%
58,822
+1,394
248
$4M 0.07%
65,878
+862
249
$4M 0.07%
17,380
-105
250
$3.99M 0.07%
119,057
-2,900
8 9
10
11 12