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
426
$1.28M 0.02%
23,693
-1,917
427
$1.28M 0.02%
10,905
-91
428
$1.27M 0.02%
5,345
-231
429
$1.27M 0.02%
60,237
-7,061
430
$1.26M 0.02%
22,225
+384
431
$1.21M 0.02%
10,183
-21
432
$1.21M 0.02%
30,033
-720
433
$1.17M 0.02%
30,368
-16,866
434
$1.16M 0.02%
59,235
+10,775
435
$1.15M 0.02%
23,245
+237
436
$1.14M 0.02%
145,945
+15,112
437
$1.14M 0.02%
8,401
-5,158
438
$1.14M 0.02%
67,400
-12,101
439
$1.13M 0.02%
20,008
+1,393
440
$1.13M 0.02%
9,269
-14,723
441
$1.13M 0.02%
55,188
+661
442
$1.12M 0.02%
5,303
-44
443
$1.11M 0.02%
6,789
-2,495
444
$1.11M 0.02%
53,548
-742
445
$1.08M 0.02%
16,872
-27,224
446
$1.07M 0.02%
84,061
+29,400
447
$1.06M 0.02%
3,517
+284
448
$1.06M 0.02%
8,488
-64
449
$1.05M 0.02%
9,620
+5,062
450
$1.05M 0.02%
20,833
+4,599
16 17
18
19 20