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
426
$1.31M 0.03%
6,744
-88
427
$1.3M 0.03%
12,150
-223
428
$1.29M 0.03%
14,086
-6,171
429
$1.27M 0.03%
22,991
-837
430
$1.27M 0.03%
38,491
-21,370
431
$1.26M 0.02%
32,449
+1,717
432
$1.26M 0.02%
186,063
+40,829
433
$1.24M 0.02%
32,356
-1,233
434
$1.24M 0.02%
6,467
+100
435
$1.23M 0.02%
9,112
-134
436
$1.23M 0.02%
10,482
-477
437
$1.22M 0.02%
51,243
+317
438
$1.22M 0.02%
87,668
+251
439
$1.21M 0.02%
46,709
-118,074
440
$1.21M 0.02%
26,728
-1,116
441
$1.2M 0.02%
108,117
+27,253
442
$1.2M 0.02%
21,000
-8,244
443
$1.18M 0.02%
7,263
-405
444
$1.18M 0.02%
13,970
+3,179
445
$1.17M 0.02%
7,042
+1,143
446
$1.16M 0.02%
12,778
+226
447
$1.16M 0.02%
29,572
-852
448
$1.15M 0.02%
26,807
+13,121
449
$1.15M 0.02%
146,077
+48,597
450
$1.15M 0.02%
24,284
-3,187
16 17
18
19 20