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
276
$3.38M 0.06%
1,939
-100
277
$3.37M 0.06%
60,776
-961
278
$3.29M 0.06%
88,723
-1,751
279
$3.29M 0.06%
112,262
-35,692
280
$3.25M 0.06%
27,236
-317
281
$3.23M 0.06%
136,529
-117,456
282
$3.23M 0.06%
53,922
+29,096
283
$3.21M 0.06%
74,042
-1,160
284
$3.21M 0.06%
46,207
-59,148
285
$3.17M 0.06%
35,388
-1,136
286
$3.13M 0.06%
108,716
-4,309
287
$3.1M 0.06%
47,659
-11,338
288
$3.09M 0.06%
18,023
+4,005
289
$3.04M 0.05%
44,380
+409
290
$3M 0.05%
121,990
-7,727
291
$2.99M 0.05%
137,561
-44,975
292
$2.98M 0.05%
56,875
+22,767
293
$2.97M 0.05%
75,204
+2,978
294
$2.97M 0.05%
61,557
-9,447
295
$2.96M 0.05%
19,460
+1,919
296
$2.92M 0.05%
47,892
+2,276
297
$2.92M 0.05%
66,867
-28,247
298
$2.88M 0.05%
40,466
-860
299
$2.79M 0.05%
62,265
+642
300
$2.76M 0.05%
47,575
-648
10 11
12
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