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
251
$3.97M 0.07%
47,509
-72
252
$3.94M 0.07%
19,957
-11,596
253
$3.88M 0.07%
47,645
-29
254
$3.87M 0.07%
136,071
-725
255
$3.77M 0.07%
42,811
-1,398
256
$3.75M 0.07%
913,960
+299,360
257
$3.73M 0.06%
80,780
+534
258
$3.73M 0.06%
123,416
+24,899
259
$3.65M 0.06%
104,748
+4,417
260
$3.64M 0.06%
77,783
+2,813
261
$3.63M 0.06%
119,177
-21,684
262
$3.61M 0.06%
75,739
-281
263
$3.59M 0.06%
25,277
-1,193
264
$3.57M 0.06%
85,501
-3,953
265
$3.56M 0.06%
42,415
+1,124
266
$3.49M 0.06%
627,686
+17,496
267
$3.48M 0.06%
31,435
+3,999
268
$3.46M 0.06%
22,518
+3,058
269
$3.45M 0.06%
17,510
-7,381
270
$3.43M 0.06%
20,156
+2,133
271
$3.4M 0.06%
82,491
-17,410
272
$3.4M 0.06%
53,695
-8,358
273
$3.4M 0.06%
324,545
+2,315
274
$3.38M 0.06%
60,496
+6,574
275
$3.37M 0.06%
28,731
+68
9 10
11
12 13