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
351
$1.99M 0.04%
17,990
+6,321
352
$1.98M 0.04%
8,190
-409
353
$1.96M 0.04%
55,000
+5,520
354
$1.95M 0.03%
48,729
-4,719
355
$1.92M 0.03%
12,204
-119
356
$1.9M 0.03%
52,508
+38,389
357
$1.89M 0.03%
15,469
-970
358
$1.88M 0.03%
29,700
359
$1.87M 0.03%
582,464
-7,267
360
$1.86M 0.03%
22,477
-1,139
361
$1.86M 0.03%
91,453
+29,105
362
$1.85M 0.03%
16,105
-1,044
363
$1.83M 0.03%
18,844
-256
364
$1.82M 0.03%
22,356
+895
365
$1.82M 0.03%
19,088
-423
366
$1.79M 0.03%
19,054
-654
367
$1.78M 0.03%
9,683
-94
368
$1.77M 0.03%
34,655
+598
369
$1.77M 0.03%
28,404
+1,702
370
$1.75M 0.03%
14,248
+5
371
$1.75M 0.03%
27,134
-1,615
372
$1.73M 0.03%
9,837
+4,707
373
$1.72M 0.03%
+45,125
374
$1.72M 0.03%
58,568
+4,933
375
$1.7M 0.03%
10,535
-631
13 14
15
16 17