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
326
$2.6M 0.05%
83,814
-2,105
327
$2.58M 0.05%
39,987
-7,546
328
$2.57M 0.05%
31,184
-2,392
329
$2.55M 0.05%
61,713
+1,321
330
$2.52M 0.05%
127,724
-75,620
331
$2.52M 0.05%
42,197
-2,638
332
$2.51M 0.05%
22,855
+2,862
333
$2.44M 0.05%
35,473
+8,880
334
$2.42M 0.05%
52,425
-741
335
$2.39M 0.05%
23,898
+4,467
336
$2.39M 0.05%
74,944
-5,494
337
$2.37M 0.05%
44,327
-1,542
338
$2.37M 0.05%
20,048
-4,190
339
$2.35M 0.05%
10,812
-183
340
$2.31M 0.05%
144,443
+468
341
$2.29M 0.05%
28,280
342
$2.29M 0.05%
9
343
$2.28M 0.05%
35,126
-183,151
344
$2.26M 0.04%
40,858
+11,342
345
$2.25M 0.04%
37,936
-1,218
346
$2.21M 0.04%
30,380
-593
347
$2.15M 0.04%
26,586
+98
348
$2.14M 0.04%
14,920
-576
349
$2.14M 0.04%
35,618
-414
350
$2.13M 0.04%
23,237
-610
12 13
14
15 16