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
426
$1.18M 0.02%
80,604
-113,475
427
$1.18M 0.02%
23,008
-7,380
428
$1.17M 0.02%
18,086
-24,639
429
$1.16M 0.02%
+7,262
430
$1.16M 0.02%
5,576
-1,039
431
$1.14M 0.02%
13,910
-151
432
$1.13M 0.02%
79,501
+4,121
433
$1.13M 0.02%
54,527
-10,839
434
$1.12M 0.02%
7,273
+1,222
435
$1.1M 0.02%
54,290
+255
436
$1.09M 0.02%
3,833
+250
437
$1.09M 0.02%
10,646
-217
438
$1.07M 0.02%
6,953
+173
439
$1.07M 0.02%
+12,758
440
$1.05M 0.02%
30,716
+5,959
441
$1.05M 0.02%
+62,348
442
$1.03M 0.02%
6,394
-20
443
$1.02M 0.02%
30,422
-2,200
444
$1.01M 0.02%
10,204
-203
445
$1.01M 0.02%
23,045
-2,218
446
$997K 0.02%
232,243
-78,447
447
$988K 0.02%
34,172
+11,907
448
$985K 0.02%
31,380
+4,308
449
$974K 0.02%
14,188
+444
450
$974K 0.02%
22,061
-1,981
16 17
18
19 20