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
26
$36.8M 0.75%
490,280
+27,400
27
$36.7M 0.75%
279,925
+4,596
28
$36.3M 0.74%
700,764
+63,491
29
$35.2M 0.72%
267,059
+25,743
30
$35M 0.72%
261,016
+12,550
31
$34.9M 0.71%
390,604
-14,914
32
$34M 0.7%
191,200
-16,172
33
$33.5M 0.69%
364,169
+36,889
34
$33.4M 0.68%
739,103
+12,275
35
$33.3M 0.68%
896,321
-50,090
36
$33M 0.68%
234,184
-152
37
$30.7M 0.63%
539,272
+73,748
38
$30.3M 0.62%
219,168
+11,498
39
$29.2M 0.6%
403,750
+1,443
40
$28.9M 0.59%
558,400
+4,000
41
$27.6M 0.56%
1,278,787
+33,870
42
$26.5M 0.54%
346,981
+19,991
43
$25.7M 0.53%
263,371
+7,849
44
$25.3M 0.52%
96,419
-2,921
45
$24.7M 0.51%
418,488
+8,239
46
$24.5M 0.5%
225,444
-146
47
$24.1M 0.49%
348,672
+24,666
48
$23.5M 0.48%
178,201
-9,216
49
$23.5M 0.48%
136,903
-394
50
$22.8M 0.47%
247,194
+6,793
1
2
3 4 5