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
376
$1.74M 0.03%
34,759
377
$1.74M 0.03%
54,419
+10,265
378
$1.72M 0.03%
10,790
+2,570
379
$1.72M 0.03%
32,763
+3,448
380
$1.71M 0.03%
55,041
+4,089
381
$1.71M 0.03%
10,556
+808
382
$1.71M 0.03%
19,693
-772
383
$1.68M 0.03%
28,916
+1,676
384
$1.65M 0.03%
24,716
-1,353
385
$1.63M 0.03%
21,054
-534
386
$1.62M 0.03%
109,089
387
$1.62M 0.03%
13,421
+1,494
388
$1.62M 0.03%
14,481
-452
389
$1.61M 0.03%
100,960
-70,404
390
$1.61M 0.03%
11,185
-463
391
$1.6M 0.03%
26,445
-1,305
392
$1.6M 0.03%
84,021
+35,383
393
$1.59M 0.03%
3,755
-1,258
394
$1.55M 0.03%
45,384
-20,380
395
$1.54M 0.03%
9,296
+2,075
396
$1.53M 0.03%
22,330
-974
397
$1.51M 0.03%
19,424
-774
398
$1.49M 0.03%
17,630
-5,878
399
$1.48M 0.03%
54,741
-737
400
$1.47M 0.03%
+104,401
14 15
16
17 18