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
401
$1.38M 0.03%
13,914
+450
402
$1.38M 0.03%
53,635
+455
403
$1.38M 0.03%
283,006
-6,452
404
$1.36M 0.03%
20,948
-876
405
$1.33M 0.03%
21,619
-5,196
406
$1.33M 0.03%
15,297
-5,081
407
$1.32M 0.03%
49,480
+5,580
408
$1.32M 0.03%
9,284
-3,512
409
$1.31M 0.03%
13,052
-1,231
410
$1.29M 0.03%
15,170
-923
411
$1.29M 0.03%
26,742
412
$1.29M 0.03%
67,829
+2,028
413
$1.29M 0.03%
12,020
-432
414
$1.29M 0.03%
96,768
-125,194
415
$1.29M 0.03%
11,669
+7,560
416
$1.28M 0.03%
29,412
-4,843
417
$1.27M 0.03%
11,032
-2,040
418
$1.27M 0.03%
24,365
-14,401
419
$1.25M 0.03%
30,580
-7,533
420
$1.24M 0.03%
30,753
-4,920
421
$1.23M 0.03%
18,869
+630
422
$1.23M 0.03%
27,635
-8,961
423
$1.22M 0.03%
45,795
-7,920
424
$1.2M 0.02%
+21,841
425
$1.2M 0.02%
10,996
+246
15 16
17
18 19