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
$5.6B
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
26
$42.8M 0.76%
274,287
+7,228
27
$42.8M 0.76%
279,553
+18,537
28
$42.7M 0.76%
242,641
+8,457
29
$42.1M 0.75%
784,341
-6,540
30
$42M 0.75%
521,522
-5,864
31
$41.3M 0.74%
882,336
-10,828
32
$40.2M 0.72%
823,433
+84,330
33
$39.8M 0.71%
973,535
+77,214
34
$39.5M 0.71%
582,066
+42,794
35
$38M 0.68%
365,605
+1,436
36
$37.2M 0.66%
379,010
-11,594
37
$36M 0.64%
223,948
+4,780
38
$35.6M 0.64%
187,334
-3,866
39
$33.3M 0.59%
567,140
+8,740
40
$32M 0.57%
368,909
+21,928
41
$31.4M 0.56%
392,468
-11,282
42
$30.5M 0.55%
1,289,555
+10,768
43
$29.6M 0.53%
377,086
+28,414
44
$28.9M 0.52%
258,889
-4,482
45
$28.8M 0.51%
150,295
+13,392
46
$27.8M 0.5%
174,692
-3,509
47
$27.3M 0.49%
384,340
-34,148
48
$27M 0.48%
219,156
-6,288
49
$26.4M 0.47%
92,107
-4,312
50
$25.7M 0.46%
437,080
+8,680
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