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
451
$1.02M 0.02%
25,109
+989
452
$1.02M 0.02%
+28,653
453
$1.02M 0.02%
5,934
-164
454
$1.01M 0.02%
8,881
-2,288
455
$1M 0.02%
9,416
+2,656
456
$992K 0.02%
17,565
-53
457
$992K 0.02%
5,673
+594
458
$983K 0.02%
22,489
-1,005
459
$978K 0.02%
7,599
-8,506
460
$972K 0.02%
20,993
-2,252
461
$972K 0.02%
8,564
-46
462
$967K 0.02%
29,748
+332
463
$961K 0.02%
33,339
464
$953K 0.02%
24,626
+1,089
465
$945K 0.02%
17,152
+777
466
$942K 0.02%
7,080
-93
467
$931K 0.02%
9,294
-35
468
$925K 0.02%
6,642
-1,759
469
$921K 0.02%
4,131
+2,012
470
$921K 0.02%
11,055
+1,728
471
$916K 0.02%
4,720
+188
472
$914K 0.02%
14,986
+112
473
$909K 0.02%
7,890
-1,730
474
$907K 0.02%
24,365
-7,819
475
$900K 0.02%
7,340
+1,919
17 18
19
20 21