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
401
$1.47M 0.03%
79,205
-10,633
402
$1.47M 0.03%
38,663
-469
403
$1.46M 0.03%
11,309
-2,020
404
$1.46M 0.03%
18,709
-8,213
405
$1.45M 0.03%
44,019
+38,148
406
$1.45M 0.03%
11,177
-328
407
$1.44M 0.03%
15,144
-376
408
$1.43M 0.03%
38,062
+4,711
409
$1.43M 0.03%
13,315
-754
410
$1.42M 0.03%
31,856
+5,528
411
$1.42M 0.03%
21,227
+2,722
412
$1.42M 0.03%
29,349
-965
413
$1.41M 0.03%
40,445
+240
414
$1.41M 0.03%
23,683
-1,119
415
$1.41M 0.03%
254,338
-12,377
416
$1.41M 0.03%
129,610
+70,470
417
$1.37M 0.03%
22,668
+19,075
418
$1.37M 0.03%
26,106
-31
419
$1.35M 0.03%
23,402
+831
420
$1.34M 0.03%
11,352
+441
421
$1.34M 0.03%
19,097
-664
422
$1.32M 0.03%
52,996
+1,640
423
$1.32M 0.03%
20,517
-1,493
424
$1.31M 0.03%
10,974
-345
425
$1.31M 0.03%
21,584
-122
15 16
17
18 19