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
451
$1.05M 0.02%
19,850
-158
452
$1.04M 0.02%
10,470
-176
453
$1.04M 0.02%
6,874
-464
454
$1.02M 0.02%
6,378
-575
455
$1.01M 0.02%
228,627
-3,616
456
$1.01M 0.02%
57,229
-39,539
457
$1M 0.02%
33,339
-1,507
458
$997K 0.02%
87,031
-5,283
459
$989K 0.02%
23,494
+240
460
$982K 0.02%
32,144
-23,057
461
$973K 0.02%
24,120
+2,059
462
$967K 0.02%
19,561
-3,484
463
$966K 0.02%
5,079
+600
464
$963K 0.02%
6,098
-578
465
$958K 0.02%
3,696
+1,075
466
$956K 0.02%
3,546
-159
467
$956K 0.02%
16,092
-8,273
468
$955K 0.02%
16,375
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469
$941K 0.02%
11,379
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470
$926K 0.02%
30,983
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471
$926K 0.02%
9,818
-994
472
$913K 0.02%
31,073
+2,568
473
$912K 0.02%
17,618
+204
474
$910K 0.02%
57,757
-84,249
475
$902K 0.02%
8,907
-480
17 18
19
20 21