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
376
$1.55M 0.03%
+71,696
377
$1.54M 0.03%
26,623
+10,387
378
$1.53M 0.03%
47,388
-3,711
379
$1.53M 0.03%
+55,201
380
$1.52M 0.03%
221,733
+4,143
381
$1.51M 0.03%
36,949
-24,105
382
$1.51M 0.03%
589,731
-32,731
383
$1.5M 0.03%
25,610
-3,901
384
$1.5M 0.03%
25,045
+7,419
385
$1.49M 0.03%
12,469
-581
386
$1.49M 0.03%
8,113
-428
387
$1.49M 0.03%
23,162
-903
388
$1.47M 0.03%
19,678
-2,982
389
$1.47M 0.03%
24,826
+3,474
390
$1.47M 0.03%
42,600
-400
391
$1.46M 0.03%
50,234
-7,438
392
$1.44M 0.03%
17,149
-7,994
393
$1.44M 0.03%
10,713
-132
394
$1.44M 0.03%
35,520
+7,266
395
$1.43M 0.03%
14,243
+1,572
396
$1.42M 0.03%
9,445
-4,022
397
$1.42M 0.03%
6,436
+381
398
$1.39M 0.03%
36,960
+2,292
399
$1.39M 0.03%
26,702
-437
400
$1.39M 0.03%
67,298
-19,843
14 15
16
17 18