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
376
$1.73M 0.03%
12,890
+809
377
$1.73M 0.03%
22,875
+519
378
$1.72M 0.03%
4,360
-134
379
$1.72M 0.03%
29,403
-11,911
380
$1.72M 0.03%
26,203
381
$1.7M 0.03%
9,981
-554
382
$1.69M 0.03%
9,813
+3,024
383
$1.69M 0.03%
17,138
-2,932
384
$1.68M 0.03%
19,715
-379
385
$1.68M 0.03%
86,053
+2,745
386
$1.68M 0.03%
84,540
-40,014
387
$1.67M 0.03%
17,869
-1,219
388
$1.64M 0.03%
82,016
+5,182
389
$1.64M 0.03%
12,774
+1,340
390
$1.63M 0.03%
19,831
+888
391
$1.62M 0.03%
26,752
+2,968
392
$1.62M 0.03%
36,156
-1,304
393
$1.61M 0.03%
567,876
-14,588
394
$1.59M 0.03%
18,316
-1,849
395
$1.57M 0.03%
36,884
-2,558
396
$1.56M 0.03%
68,726
-11,422
397
$1.54M 0.03%
6,277
-68
398
$1.53M 0.03%
97,326
-1,903
399
$1.49M 0.03%
313,556
+8,060
400
$1.48M 0.03%
14,688
-7,678
14 15
16
17 18