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
426
$1.23M 0.02%
5,385
+82
427
$1.23M 0.02%
18,129
-9,005
428
$1.22M 0.02%
53,926
-6,311
429
$1.21M 0.02%
3,374
-143
430
$1.2M 0.02%
+40,614
431
$1.19M 0.02%
21,772
-453
432
$1.18M 0.02%
34,620
-1,038
433
$1.17M 0.02%
26,800
-2,117
434
$1.17M 0.02%
4,905
-1,630
435
$1.15M 0.02%
16,347
-167
436
$1.14M 0.02%
21,666
-8,430
437
$1.14M 0.02%
10,625
+3,036
438
$1.12M 0.02%
27,525
-2,672
439
$1.11M 0.02%
88,242
+1,211
440
$1.09M 0.02%
145,638
-307
441
$1.08M 0.02%
19,752
-98
442
$1.07M 0.02%
12,538
-2,063
443
$1.05M 0.02%
17,756
+2,420
444
$1.05M 0.02%
6,873
+495
445
$1.05M 0.02%
10,885
-494
446
$1.05M 0.02%
37,757
-8,748
447
$1.05M 0.02%
6,788
-86
448
$1.04M 0.02%
40,709
-11,799
449
$1.04M 0.02%
19,190
+962
450
$1.03M 0.02%
19,363
-645
16 17
18
19 20