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
301
$2.87M 0.05%
9
302
$2.86M 0.05%
17,478
-416
303
$2.84M 0.05%
16,486
304
$2.83M 0.05%
21,030
-1,944
305
$2.81M 0.05%
31,382
-448
306
$2.77M 0.05%
38,983
-11,258
307
$2.72M 0.05%
14,073
-453
308
$2.71M 0.05%
39,140
+6,670
309
$2.62M 0.05%
50,449
-2,618
310
$2.61M 0.05%
26,372
-476
311
$2.61M 0.05%
30,811
+733
312
$2.61M 0.05%
+37,039
313
$2.6M 0.05%
50,736
-16,131
314
$2.6M 0.05%
82,219
-10,691
315
$2.57M 0.04%
12,789
+2,952
316
$2.53M 0.04%
37,923
+1,968
317
$2.53M 0.04%
111,295
-967
318
$2.53M 0.04%
28,861
-386
319
$2.53M 0.04%
20,329
-143
320
$2.52M 0.04%
29,374
-260
321
$2.51M 0.04%
49,031
-12,526
322
$2.44M 0.04%
30,560
323
$2.42M 0.04%
45,924
-1,968
324
$2.42M 0.04%
20,507
-335
325
$2.41M 0.04%
15,753
+216
11 12
13
14 15