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
501
$796K 0.02%
3,308
-169
502
$785K 0.02%
9,616
+800
503
$778K 0.02%
4,459
-1,928
504
$771K 0.02%
18,958
-3,849
505
$759K 0.02%
11,482
-1,765
506
$746K 0.01%
10,000
507
$745K 0.01%
13,906
-4,103
508
$744K 0.01%
39,677
+1,151
509
$736K 0.01%
3,320
-341
510
$731K 0.01%
14,319
-2,906
511
$728K 0.01%
11,053
-129
512
$725K 0.01%
10,364
-1,221
513
$716K 0.01%
31,363
+1,067
514
$715K 0.01%
4,965
515
$714K 0.01%
5,182
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516
$704K 0.01%
10,765
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517
$701K 0.01%
78,143
+2,936
518
$699K 0.01%
14,503
-2,016
519
$698K 0.01%
11,412
-212
520
$695K 0.01%
5,708
+364
521
$695K 0.01%
17,334
-100
522
$693K 0.01%
12,965
-193
523
$687K 0.01%
17,521
+3,584
524
$683K 0.01%
24,571
+2,415
525
$674K 0.01%
7,801
-868
19 20
21
22 23