Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
26
$34.6M 0.69%
1,085,252
-24,643
27
$33.8M 0.67%
542,831
-10,849
28
$33.7M 0.67%
238,807
+3,927
29
$33.6M 0.67%
384,973
-24,699
30
$33.5M 0.66%
1,174,174
-26,356
31
$32.9M 0.65%
635,930
+113,252
32
$32.8M 0.65%
567,597
+5,530
33
$31.8M 0.63%
613,194
-9,451
34
$31.2M 0.62%
244,369
-5,520
35
$30.9M 0.61%
748,125
+39,567
36
$30.8M 0.61%
138,676
+25,650
37
$30.1M 0.6%
232,795
-12,752
38
$30M 0.59%
255,058
-10,535
39
$28.1M 0.56%
377,693
-10,648
40
$27.3M 0.54%
809,808
-60,724
41
$27.2M 0.54%
323,466
-9,267
42
$26.9M 0.53%
915,903
+125,357
43
$26.8M 0.53%
358,180
-6,319
44
$26.4M 0.52%
580,000
-16,680
45
$25.5M 0.51%
179,065
+13,112
46
$24.6M 0.49%
633,050
-2,826
47
$24.6M 0.49%
130,890
-10,610
48
$24.5M 0.49%
490,128
+43,819
49
$23.3M 0.46%
307,915
-1,146
50
$23.2M 0.46%
133,088
+37,845
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