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
501
$711K 0.01%
11,476
-1,312
502
$709K 0.01%
42,527
-10,112
503
$708K 0.01%
15,427
-2,319
504
$707K 0.01%
16,132
-163
505
$693K 0.01%
10,812
-558
506
$690K 0.01%
11,797
+1,311
507
$689K 0.01%
24,873
-4,807
508
$672K 0.01%
16,008
+840
509
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6,358
-13,835
510
$671K 0.01%
16,992
-4,848
511
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15,932
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512
$661K 0.01%
86,354
-52,045
513
$659K 0.01%
20,806
+1,011
514
$655K 0.01%
8,914
-160
515
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54,661
+26,512
516
$651K 0.01%
35,443
+346
517
$638K 0.01%
21,000
-32
518
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31,169
+6,519
519
$637K 0.01%
20,237
+2,617
520
$633K 0.01%
51,448
-13,288
521
$631K 0.01%
20,876
-4,376
522
$612K 0.01%
2,621
-998
523
$608K 0.01%
6,246
-2,761
524
$607K 0.01%
13,821
-2,022
525
$598K 0.01%
5,571
-1,048
19 20
21
22 23