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
351
$2.05M 0.04%
290,434
-21,038
352
$2.05M 0.04%
22,523
+46
353
$2.02M 0.04%
57,943
-625
354
$2.02M 0.04%
+51,615
355
$2M 0.03%
11,790
-2,923
356
$2M 0.03%
10,564
+602
357
$1.96M 0.03%
11,844
-4,197
358
$1.96M 0.03%
44,992
-3,737
359
$1.96M 0.03%
12,547
-79
360
$1.96M 0.03%
34,300
-13,359
361
$1.94M 0.03%
14,876
+1,174
362
$1.94M 0.03%
89,310
-32,680
363
$1.9M 0.03%
18,649
-405
364
$1.89M 0.03%
20,121
+1,277
365
$1.88M 0.03%
106,016
+14,563
366
$1.85M 0.03%
27,017
-6,401
367
$1.83M 0.03%
21,790
-8,186
368
$1.8M 0.03%
49,091
+3,966
369
$1.8M 0.03%
12,815
-1,433
370
$1.79M 0.03%
48,262
+3,344
371
$1.78M 0.03%
103,558
-32,855
372
$1.75M 0.03%
12,366
+1,213
373
$1.75M 0.03%
9,511
-172
374
$1.73M 0.03%
22,883
+1,786
375
$1.73M 0.03%
125,432
+41,371
13 14
15
16 17