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
401
$1.51M 0.03%
305,496
+22,490
402
$1.5M 0.03%
21,097
+149
403
$1.47M 0.03%
8,195
+922
404
$1.45M 0.03%
44,918
-877
405
$1.45M 0.03%
76,834
+9,005
406
$1.45M 0.03%
74,830
-38,403
407
$1.44M 0.03%
35,658
+4,278
408
$1.43M 0.03%
32,184
-11,334
409
$1.42M 0.03%
6,535
-4,473
410
$1.41M 0.03%
28,917
-495
411
$1.41M 0.03%
214,128
-7,605
412
$1.41M 0.03%
14,026
-1,271
413
$1.41M 0.03%
+30,122
414
$1.39M 0.02%
12,081
+61
415
$1.39M 0.02%
11,169
-1,883
416
$1.38M 0.02%
13,659
-251
417
$1.38M 0.02%
8,132
+19
418
$1.36M 0.02%
23,784
+4,554
419
$1.36M 0.02%
30,096
-19,137
420
$1.35M 0.02%
11,434
+2,245
421
$1.34M 0.02%
26,885
-750
422
$1.32M 0.02%
36,600
-6,000
423
$1.3M 0.02%
30,197
-6,752
424
$1.3M 0.02%
34,262
+90
425
$1.3M 0.02%
14,601
-569
15 16
17
18 19