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
$5.6B
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
476
$893K 0.02%
10,499
-493
477
$892K 0.02%
11,831
-6,255
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$884K 0.02%
17,572
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479
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14,874
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480
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34,800
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15,413
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482
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9,329
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483
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18,228
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484
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485
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486
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487
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7,173
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488
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29,416
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489
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23,537
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490
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493
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494
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495
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10,197
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496
$804K 0.01%
6,105
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497
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10,520
498
$797K 0.01%
7,589
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499
$789K 0.01%
+17,775
500
$787K 0.01%
8,914
18 19
20
21 22