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
276
$4.07M 0.08%
54,451
+4,460
277
$4.06M 0.08%
10,890
278
$4.01M 0.08%
39,182
+1,099
279
$3.97M 0.08%
29,871
-3,119
280
$3.94M 0.08%
60,615
-40,332
281
$3.87M 0.08%
27,076
+10,054
282
$3.86M 0.08%
49,519
+20,667
283
$3.76M 0.07%
97,442
+27,942
284
$3.66M 0.07%
74,683
-61,533
285
$3.59M 0.07%
102,416
-3,724
286
$3.56M 0.07%
51,189
+1,510
287
$3.5M 0.07%
75,493
+10,577
288
$3.49M 0.07%
90,775
-2,831
289
$3.47M 0.07%
137,415
-13,764
290
$3.46M 0.07%
41,667
-921
291
$3.41M 0.07%
42,112
+1,833
292
$3.41M 0.07%
44,307
-3,276
293
$3.37M 0.07%
33,635
-1,382
294
$3.24M 0.06%
801,260
-24,089
295
$3.23M 0.06%
45,753
-4,576
296
$3.21M 0.06%
20,855
-576
297
$3.21M 0.06%
47,951
-3,418
298
$3.21M 0.06%
61,831
-2,552
299
$3.19M 0.06%
21,029
+71
300
$3.19M 0.06%
148,008
-4,502
10 11
12
13 14