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
376
$1.68M 0.03%
11,999
-470
377
$1.67M 0.03%
38,255
-2,182
378
$1.66M 0.03%
50,757
-17,901
379
$1.66M 0.03%
22,069
-1,093
380
$1.63M 0.03%
76,268
+4,572
381
$1.63M 0.03%
12,626
+341
382
$1.62M 0.03%
20,165
-16,674
383
$1.62M 0.03%
99,229
-6,308
384
$1.62M 0.03%
13,702
-212
385
$1.61M 0.03%
9,205
-240
386
$1.61M 0.03%
37,460
+500
387
$1.6M 0.03%
20,094
+416
388
$1.59M 0.03%
18,837
-9,725
389
$1.59M 0.03%
11,153
+121
390
$1.59M 0.03%
9,962
-751
391
$1.58M 0.03%
20,070
-1,549
392
$1.57M 0.03%
121,893
393
$1.56M 0.03%
4,494
+661
394
$1.55M 0.03%
6,345
-91
395
$1.55M 0.03%
83,308
-3,836
396
$1.54M 0.03%
46,505
-3,729
397
$1.54M 0.03%
79,474
-33,046
398
$1.54M 0.03%
39,442
+8,726
399
$1.52M 0.03%
26,203
-539
400
$1.52M 0.03%
18,943
+74
14 15
16
17 18