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
451
$1.15M 0.02%
29,064
+8,556
452
$1.14M 0.02%
10,273
-445
453
$1.14M 0.02%
41,694
454
$1.14M 0.02%
8,301
-373
455
$1.13M 0.02%
24,809
-9,244
456
$1.13M 0.02%
10,311
-1,209
457
$1.13M 0.02%
17,602
-995
458
$1.12M 0.02%
39,828
-36,695
459
$1.09M 0.02%
27,221
-500
460
$1.09M 0.02%
24,489
-93
461
$1.05M 0.02%
104,437
+13,781
462
$1.05M 0.02%
31,467
+529
463
$1.04M 0.02%
5,447
-109
464
$1.03M 0.02%
6,173
-478
465
$1.03M 0.02%
94,936
+11,296
466
$1.03M 0.02%
20,870
+155
467
$995K 0.02%
12,501
-6,651
468
$990K 0.02%
22,466
+66
469
$970K 0.02%
14,961
+3,642
470
$965K 0.02%
29,683
471
$965K 0.02%
18,878
+1,360
472
$961K 0.02%
17,206
-1,002
473
$958K 0.02%
+18,379
474
$955K 0.02%
32,016
+1,805
475
$942K 0.02%
21,739
-2,430
17 18
19
20 21