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
251
$3.51M 0.07%
2,039
-76
252
$3.5M 0.07%
30,234
+487
253
$3.42M 0.07%
124,092
+3,675
254
$3.41M 0.07%
23,867
+1,831
255
$3.39M 0.07%
63,041
+812
256
$3.38M 0.07%
58,997
-10,594
257
$3.33M 0.07%
52,507
-815
258
$3.32M 0.07%
44,469
+1,895
259
$3.29M 0.07%
61,737
+2,957
260
$3.27M 0.07%
75,997
-15,186
261
$3.26M 0.07%
46,998
-3,746
262
$3.25M 0.07%
38,964
+1,234
263
$3.25M 0.07%
101,988
-14,741
264
$3.23M 0.07%
55,178
+257
265
$3.19M 0.07%
138,241
-5,829
266
$3.18M 0.07%
51,899
+853
267
$3.18M 0.07%
186,313
-124,010
268
$3.16M 0.06%
75,202
+2,159
269
$3.16M 0.06%
42,624
+768
270
$3.16M 0.06%
72,548
+1,379
271
$3.15M 0.06%
594,832
-406,162
272
$3.12M 0.06%
46,751
+1,075
273
$3.1M 0.06%
+64,704
274
$3.01M 0.06%
26,615
+444
275
$3M 0.06%
40,897
+34,553
9 10
11
12 13