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
301
$3.17M 0.06%
73,895
-1,357
302
$3.17M 0.06%
43,940
-6,404
303
$3.16M 0.06%
102,646
+26,982
304
$3.11M 0.06%
23,956
+4,194
305
$3.11M 0.06%
57,006
-1,425
306
$3.08M 0.06%
61,152
+5,719
307
$3.06M 0.06%
43,973
+469
308
$3.04M 0.06%
54,882
-1,818
309
$3.02M 0.06%
22,177
+15,765
310
$2.94M 0.06%
32,130
-323
311
$2.92M 0.06%
50,155
-3,093
312
$2.92M 0.06%
44,283
-46,395
313
$2.88M 0.06%
+121,581
314
$2.86M 0.06%
28,275
-1,841
315
$2.84M 0.06%
88,944
-890
316
$2.84M 0.06%
54,040
-6,981
317
$2.83M 0.06%
12,733
+2,757
318
$2.83M 0.06%
51,411
-57,246
319
$2.8M 0.06%
26,535
-3,927
320
$2.78M 0.06%
37,799
-938
321
$2.76M 0.05%
46,743
-2,280
322
$2.72M 0.05%
36,734
-678
323
$2.7M 0.05%
77,343
-2,461
324
$2.69M 0.05%
21,808
+7,170
325
$2.65M 0.05%
67,325
+5,359
11 12
13
14 15