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
351
$2.13M 0.04%
+27,672
352
$2.1M 0.04%
19,914
-5,448
353
$2.1M 0.04%
49,500
354
$2.1M 0.04%
382,136
+31,782
355
$2.08M 0.04%
19,333
-482
356
$2.08M 0.04%
35,966
+1,521
357
$2.06M 0.04%
22,711
-1,968
358
$2.04M 0.04%
6,048
-387
359
$2.02M 0.04%
+12,070
360
$2.01M 0.04%
32,111
-11
361
$2.01M 0.04%
35,129
-1,049
362
$2M 0.04%
12,526
-3,322
363
$1.96M 0.04%
33,454
-767
364
$1.92M 0.04%
13,228
-376
365
$1.91M 0.04%
56,061
-2,108
366
$1.91M 0.04%
20,207
+1,078
367
$1.88M 0.04%
16,637
-555
368
$1.87M 0.04%
80,330
-34,441
369
$1.86M 0.04%
7,667
-1,922
370
$1.83M 0.04%
16,434
+304
371
$1.83M 0.04%
24,992
-5,569
372
$1.82M 0.04%
45,623
-1,899
373
$1.79M 0.04%
20,300
-3,619
374
$1.76M 0.03%
26,735
-339
375
$1.75M 0.03%
91,467
-16,249
13 14
15
16 17