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
$5.04B
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
476
$937K 0.02%
27,992
-257
477
$936K 0.02%
8,916
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24,758
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480
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482
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5,671
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483
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9,499
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484
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11,399
-4,105
485
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487
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16,843
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488
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55,053
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489
$858K 0.02%
20,278
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490
$858K 0.02%
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8,900
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30,420
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494
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15,517
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495
$829K 0.02%
39,248
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496
$825K 0.02%
15,000
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497
$813K 0.02%
35,799
+23,912
498
$809K 0.02%
6,341
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499
$800K 0.02%
+14,712
500
$797K 0.02%
3,105
-38
18 19
20
21 22