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
451
$949K 0.02%
92,314
+5,184
452
$948K 0.02%
+30,737
453
$943K 0.02%
130,833
-5,589
454
$943K 0.02%
3,233
+751
455
$935K 0.02%
9,189
+6,366
456
$934K 0.02%
+19,230
457
$930K 0.02%
20,008
-512
458
$928K 0.02%
8,552
+35
459
$918K 0.02%
34,846
-175
460
$913K 0.02%
4,854
+308
461
$909K 0.02%
5,347
-741
462
$907K 0.02%
3,705
+18
463
$901K 0.02%
29,803
-2,768
464
$897K 0.02%
18,764
+7,311
465
$894K 0.02%
10,992
-564
466
$893K 0.02%
6,676
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467
$891K 0.02%
41,457
-23,720
468
$889K 0.02%
61,461
-59,562
469
$885K 0.02%
23,688
-1,233
470
$873K 0.02%
9,387
-968
471
$867K 0.02%
16,726
-4,233
472
$858K 0.02%
13,521
-5,894
473
$848K 0.02%
54,678
-83,615
474
$833K 0.02%
38,122
+5,942
475
$831K 0.02%
7,338
-2,397
17 18
19
20 21