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
276
$3M 0.06%
57,624
-23,071
277
$2.98M 0.06%
27,553
-939
278
$2.98M 0.06%
113,025
-1,214
279
$2.97M 0.06%
71,004
-8,529
280
$2.96M 0.06%
68,658
-9,508
281
$2.92M 0.06%
26,409
-3,276
282
$2.9M 0.06%
16,893
-165
283
$2.84M 0.06%
294,025
+48,525
284
$2.83M 0.06%
48,223
+955
285
$2.76M 0.06%
93,087
+2,352
286
$2.72M 0.06%
41,326
-4,393
287
$2.71M 0.06%
34,950
-2,619
288
$2.71M 0.06%
36,524
-172
289
$2.69M 0.06%
72,226
-10,014
290
$2.67M 0.05%
102,729
-15,525
291
$2.67M 0.05%
79,462
+4,280
292
$2.66M 0.05%
35,701
-2,214
293
$2.65M 0.05%
79,754
+13,189
294
$2.63M 0.05%
61,623
-749
295
$2.63M 0.05%
43,971
+1,959
296
$2.62M 0.05%
13,803
+10,723
297
$2.59M 0.05%
47,079
+42,403
298
$2.54M 0.05%
21,235
-11,921
299
$2.54M 0.05%
90,474
-5,755
300
$2.52M 0.05%
83,984
+11,964
10 11
12
13 14