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
276
$3.35M 0.06%
168,274
-54,993
277
$3.34M 0.06%
30,137
+18
278
$3.33M 0.06%
1,779
-160
279
$3.32M 0.06%
24,579
-2,657
280
$3.32M 0.06%
62,115
+1,339
281
$3.29M 0.06%
11,552
-8,554
282
$3.29M 0.06%
41,426
-21,031
283
$3.2M 0.06%
71,816
-2,226
284
$3.16M 0.05%
42,057
-22,143
285
$3.11M 0.05%
49,467
-23,818
286
$3.1M 0.05%
38,821
+698
287
$3.07M 0.05%
77,669
-11,054
288
$3.05M 0.05%
6,771
+469
289
$3.03M 0.05%
83,195
+52,827
290
$3.03M 0.05%
185,609
-22,900
291
$3M 0.05%
76,512
+1,308
292
$3M 0.05%
23,396
-729
293
$2.99M 0.05%
40,990
+524
294
$2.97M 0.05%
15,840
-7,055
295
$2.93M 0.05%
72,849
+16,259
296
$2.9M 0.05%
94,773
+13,106
297
$2.9M 0.05%
47,388
-187
298
$2.89M 0.05%
31,239
-4,149
299
$2.88M 0.05%
82,561
+11,019
300
$2.87M 0.05%
43,055
-1,325
10 11
12
13 14