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
301
$2.51M 0.05%
18,033
+719
302
$2.44M 0.05%
36,839
+8,732
303
$2.42M 0.05%
16,486
-4,081
304
$2.41M 0.05%
28,845
+15,885
305
$2.38M 0.05%
6,302
-3,660
306
$2.34M 0.05%
44,096
-31,119
307
$2.33M 0.05%
45,616
+2,009
308
$2.33M 0.05%
185,946
-196,995
309
$2.31M 0.05%
55,647
+651
310
$2.31M 0.05%
17,541
+874
311
$2.29M 0.05%
27,465
-2,620
312
$2.28M 0.05%
57,494
-10,251
313
$2.27M 0.05%
+21,553
314
$2.24M 0.05%
41,320
-793
315
$2.24M 0.05%
13,896
+1,130
316
$2.24M 0.05%
36,651
-2,093
317
$2.23M 0.05%
30,281
+1,572
318
$2.23M 0.05%
23,992
-22,143
319
$2.23M 0.05%
11,008
-4,491
320
$2.23M 0.05%
+18,312
321
$2.22M 0.05%
31,333
-9
322
$2.22M 0.05%
15,518
-3,659
323
$2.22M 0.05%
27,846
+6
324
$2.19M 0.04%
28,562
-21,551
325
$2.18M 0.04%
36,167
-290
11 12
13
14 15