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
$45.6B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,607
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$49.8M
3
+$44.4M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$37.1M
5
EOG icon
EOG Resources
EOG
+$35.6M

Top Sells

1
+$70.3M
2
+$66.7M
3
+$66.5M
4
UPS icon
United Parcel Service
UPS
+$66.3M
5
MXIM
Maxim Integrated Products
MXIM
+$55M

Sector Composition

1 Technology 12.66%
2 Healthcare 9.99%
3 Financials 7.88%
4 Consumer Discretionary 7.69%
5 Consumer Staples 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-3,775
2502
– –
-1,597
2503
– –
-21,555
2504
– –
-8,760
2505
– –
-24,110
2506
– –
-1,817
2507
– –
-14,504
2508
– –
-14,281
2509
– –
-10,039
2510
– –
-25,699
2511
– –
-22,164
2512
– –
-8,708
2513
– –
-29,162
2514
– –
-20,141
2515
– –
-173,409
2516
– –
-11,000
2517
– –
-47,809
2518
– –
-482
2519
– –
-11,021
2520
– –
-9,661
2521
– –
-1,225
2522
– –
-13,207
2523
– –
-4,395
2524
– –
-15,894
2525
– –
-9,028
99 100
101
102 103