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
326
$2.17M 0.04%
333,251
-110,987
327
$2.16M 0.04%
28,725
-414
328
$2.14M 0.04%
7
-1
329
$2.12M 0.04%
30,656
+624
330
$2.1M 0.04%
142,006
-76,187
331
$2.09M 0.04%
14,018
+11,056
332
$2.03M 0.04%
112,520
-43,913
333
$2.02M 0.04%
24,806
-1,679
334
$2.01M 0.04%
13,845
-511
335
$2.01M 0.04%
16,584
-1,908
336
$2.01M 0.04%
28,106
-1,651
337
$2M 0.04%
53,448
-10,718
338
$1.99M 0.04%
16,439
-338
339
$1.95M 0.04%
14,865
+546
340
$1.93M 0.04%
18,916
+430
341
$1.9M 0.04%
113,233
-250,106
342
$1.87M 0.04%
49,233
-42,254
343
$1.85M 0.04%
34,869
+5,025
344
$1.82M 0.04%
30,136
+978
345
$1.82M 0.04%
34,144
-5,682
346
$1.81M 0.04%
29,700
347
$1.81M 0.04%
30,092
+3,839
348
$1.78M 0.04%
11,166
+375
349
$1.78M 0.04%
47,234
-29,042
350
$1.76M 0.04%
34,108
+4,583
12 13
14
15 16