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
251
$4.82M 0.1%
137,955
-16,044
252
$4.81M 0.1%
89,630
+5,958
253
$4.81M 0.1%
224,196
+6,138
254
$4.79M 0.09%
33,851
+3,648
255
$4.79M 0.09%
263,178
-16,755
256
$4.77M 0.09%
36,057
+8,541
257
$4.75M 0.09%
71,588
-2,576
258
$4.75M 0.09%
64,444
-469
259
$4.73M 0.09%
198,660
+137,460
260
$4.7M 0.09%
19,290
-55
261
$4.68M 0.09%
55,499
+2,102
262
$4.65M 0.09%
86,425
+6,144
263
$4.61M 0.09%
86,835
+2,663
264
$4.47M 0.09%
9,095
+1,213
265
$4.42M 0.09%
27,292
+7,830
266
$4.42M 0.09%
60,966
-6,868
267
$4.38M 0.09%
54,627
-8,002
268
$4.36M 0.09%
80,128
+2,453
269
$4.34M 0.09%
89,692
-49
270
$4.31M 0.09%
57,621
+94
271
$4.24M 0.08%
61,175
-9,720
272
$4.16M 0.08%
94,628
-7,530
273
$4.12M 0.08%
65,778
-2,075
274
$4.11M 0.08%
56,655
+3,124
275
$4.08M 0.08%
66,480
+11,207
9 10
11
12 13