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
26
$45.5M 0.79%
568,819
+6,494
27
$45.2M 0.78%
244,515
+1,874
28
$44.9M 0.78%
629,256
+47,190
29
$44.1M 0.76%
283,725
+4,172
30
$42M 0.73%
1,022,865
-88,153
31
$41.4M 0.72%
169,503
-7,067
32
$39.8M 0.69%
828,931
+5,498
33
$39.8M 0.69%
363,033
-2,572
34
$37.7M 0.65%
181,581
-5,753
35
$37.2M 0.64%
222,650
-1,298
36
$36.8M 0.64%
369,836
-9,174
37
$36.8M 0.64%
768,956
-15,385
38
$36.6M 0.63%
503,620
-17,902
39
$36.3M 0.63%
407,796
+38,887
40
$35.8M 0.62%
171,943
+21,648
41
$32.6M 0.56%
387,138
-5,330
42
$31.1M 0.54%
575,760
+8,620
43
$30.5M 0.53%
383,068
+5,982
44
$29.6M 0.51%
169,624
-5,068
45
$29.4M 0.51%
695,740
+129,073
46
$29.4M 0.51%
1,160,139
-129,416
47
$28.9M 0.5%
371,893
-12,447
48
$27.7M 0.48%
364,517
-13,842
49
$27.7M 0.48%
1,189,627
-170
50
$27.5M 0.48%
507,580
+70,500
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