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
326
$2.41M 0.04%
32,470
+5,847
327
$2.39M 0.04%
30,560
-773
328
$2.38M 0.04%
17,472
-3,763
329
$2.38M 0.04%
80,148
+394
330
$2.38M 0.04%
14,764
+961
331
$2.35M 0.04%
71,542
+14,471
332
$2.31M 0.04%
14,713
-805
333
$2.3M 0.04%
124,554
-61,759
334
$2.29M 0.04%
24,125
-681
335
$2.29M 0.04%
29,247
-1,034
336
$2.26M 0.04%
29,634
+909
337
$2.25M 0.04%
37,298
+7,206
338
$2.25M 0.04%
29,839
-297
339
$2.23M 0.04%
15,537
+672
340
$2.23M 0.04%
39,998
-1,322
341
$2.19M 0.04%
311,472
-21,779
342
$2.18M 0.04%
33,418
-1,532
343
$2.13M 0.04%
20,472
-219
344
$2.13M 0.04%
18,759
-157
345
$2.09M 0.04%
7,647
+264
346
$2.09M 0.04%
16,992
+408
347
$2.06M 0.04%
22,366
-42,445
348
$2.02M 0.04%
52,680
+8,024
349
$2.01M 0.04%
14,011
+787
350
$2.01M 0.04%
33,100
-1,044
12 13
14
15 16