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
351
$1.75M 0.04%
8,599
-1
352
$1.74M 0.04%
4,422
+99
353
$1.71M 0.04%
12,323
+1,810
354
$1.71M 0.04%
105,537
-20,538
355
$1.7M 0.03%
19,511
-291
356
$1.7M 0.03%
20,691
-1,522
357
$1.69M 0.03%
28,749
-3,029
358
$1.69M 0.03%
87,144
-53
359
$1.68M 0.03%
19,100
+986
360
$1.68M 0.03%
19,713
-1,679
361
$1.68M 0.03%
13,224
-322
362
$1.67M 0.03%
13,559
-18,848
363
$1.65M 0.03%
7,383
+2,130
364
$1.64M 0.03%
43,518
-28,669
365
$1.64M 0.03%
57,071
+31,046
366
$1.64M 0.03%
34,057
-3,797
367
$1.63M 0.03%
61,942
+37,716
368
$1.63M 0.03%
19,708
+1,544
369
$1.62M 0.03%
9,777
-685
370
$1.6M 0.03%
23,616
-3,487
371
$1.58M 0.03%
44,656
+16,146
372
$1.57M 0.03%
12,285
-754
373
$1.57M 0.03%
21,461
+247
374
$1.56M 0.03%
121,893
375
$1.55M 0.03%
40,437
-2,814
13 14
15
16 17