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
301
$2.76M 0.05%
614,600
+469,720
302
$2.75M 0.05%
16,486
303
$2.75M 0.05%
38,123
+1,956
304
$2.72M 0.05%
322,230
+28,205
305
$2.71M 0.05%
9
+2
306
$2.69M 0.05%
22,974
-3,435
307
$2.64M 0.05%
20,842
+1,129
308
$2.61M 0.05%
32,388
+18,200
309
$2.61M 0.05%
31,830
-3,871
310
$2.6M 0.05%
92,910
-9,819
311
$2.58M 0.05%
41,314
-16,310
312
$2.57M 0.05%
6,302
313
$2.57M 0.05%
29,976
-18,035
314
$2.56M 0.05%
35,955
-696
315
$2.56M 0.05%
17,894
-139
316
$2.53M 0.05%
30,078
+1,233
317
$2.51M 0.04%
16,041
-9,016
318
$2.5M 0.04%
26,848
-617
319
$2.49M 0.04%
27,436
-410
320
$2.48M 0.04%
14,526
+681
321
$2.47M 0.04%
53,067
-4,427
322
$2.47M 0.04%
81,667
+19,725
323
$2.46M 0.04%
27,051
-1,055
324
$2.44M 0.04%
136,413
-49,533
325
$2.42M 0.04%
56,590
+943
11 12
13
14 15