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
401
$1.48M 0.03%
26,602
-283
402
$1.48M 0.03%
18,554
-3,515
403
$1.47M 0.03%
36,146
-2,109
404
$1.45M 0.03%
8,824
-381
405
$1.41M 0.02%
64,950
+5,715
406
$1.4M 0.02%
5,104
-241
407
$1.39M 0.02%
30,122
408
$1.39M 0.02%
14,230
+571
409
$1.38M 0.02%
22,307
-1,386
410
$1.38M 0.02%
44,519
-6,238
411
$1.37M 0.02%
67,093
-7,737
412
$1.36M 0.02%
7,273
-922
413
$1.33M 0.02%
9,489
+1,001
414
$1.32M 0.02%
28,288
-1,745
415
$1.31M 0.02%
35,100
-1,500
416
$1.29M 0.02%
12,185
+1,686
417
$1.28M 0.02%
30,600
-2,500
418
$1.27M 0.02%
51,519
-2,029
419
$1.26M 0.02%
9,211
-972
420
$1.26M 0.02%
179,068
-35,060
421
$1.25M 0.02%
12,845
-1,181
422
$1.25M 0.02%
7,866
-266
423
$1.25M 0.02%
14,350
+11,300
424
$1.25M 0.02%
13,676
-5,161
425
$1.23M 0.02%
3,815
+269
15 16
17
18 19