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
326
$2.38M 0.04%
58,604
-3,661
327
$2.35M 0.04%
+37,945
328
$2.35M 0.04%
+22,434
329
$2.34M 0.04%
18,384
-375
330
$2.31M 0.04%
62,940
+7,940
331
$2.28M 0.04%
52,968
+288
332
$2.27M 0.04%
39,539
-459
333
$2.27M 0.04%
25,568
-1,483
334
$2.26M 0.04%
14,342
-422
335
$2.25M 0.04%
29,155
-684
336
$2.23M 0.04%
16,732
+1,263
337
$2.23M 0.04%
15,385
-2,087
338
$2.22M 0.04%
166,946
+45,053
339
$2.21M 0.04%
36,350
-948
340
$2.21M 0.04%
48,867
+14,212
341
$2.21M 0.04%
97,686
-38,843
342
$2.19M 0.04%
8,308
+118
343
$2.19M 0.04%
31,299
+2,895
344
$2.13M 0.04%
19,273
+1,283
345
$2.12M 0.04%
16,865
-127
346
$2.1M 0.04%
+42,544
347
$2.1M 0.04%
101,716
-7,000
348
$2.09M 0.04%
13,868
-143
349
$2.08M 0.04%
12,763
+559
350
$2.06M 0.04%
99,001
-38,560
12 13
14
15 16