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
251
$4.04M 0.07%
99,901
-31,260
252
$4M 0.07%
53,262
+1,363
253
$3.98M 0.07%
21,913
+8,017
254
$3.91M 0.07%
30,119
-115
255
$3.91M 0.07%
34,608
-436
256
$3.85M 0.07%
26,470
-145
257
$3.81M 0.07%
76,020
+23
258
$3.79M 0.07%
208,509
-4,717
259
$3.79M 0.07%
65,016
+1,975
260
$3.76M 0.07%
47,581
+830
261
$3.74M 0.07%
17,834
+10,572
262
$3.7M 0.07%
44,209
-260
263
$3.7M 0.07%
47,674
+676
264
$3.67M 0.07%
57,428
+2,250
265
$3.6M 0.06%
80,246
+784
266
$3.6M 0.06%
121,957
-2,135
267
$3.6M 0.06%
74,970
+2,422
268
$3.59M 0.06%
50,241
-27,614
269
$3.59M 0.06%
89,454
-6,093
270
$3.54M 0.06%
95,867
+2,780
271
$3.52M 0.06%
17,485
+592
272
$3.5M 0.06%
610,190
+15,358
273
$3.48M 0.06%
136,796
-1,445
274
$3.48M 0.06%
41,291
-1,333
275
$3.48M 0.06%
98,517
+14,533
9 10
11
12 13