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
476
$829K 0.02%
28,317
-63
477
$825K 0.02%
35,048
-348
478
$819K 0.02%
52,885
-1,593
479
$808K 0.02%
48,460
+6,375
480
$800K 0.02%
+5,130
481
$798K 0.02%
17,193
+1,087
482
$798K 0.02%
17,414
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483
$789K 0.02%
16,371
-4,180
484
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39,118
+455
485
$781K 0.02%
+18,615
486
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29,964
+1,028
487
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23,254
-1,254
488
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14,854
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489
$764K 0.02%
16,234
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490
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11,637
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492
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2,122
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16,997
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494
$735K 0.02%
10,926
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495
$726K 0.01%
6,452
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496
$723K 0.01%
11,165
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497
$722K 0.01%
10,429
-139
498
$715K 0.01%
4,479
-3,327
499
$715K 0.01%
+28,505
500
$711K 0.01%
10,520
-27
18 19
20
21 22