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
526
$598K 0.01%
7,794
527
$598K 0.01%
7,668
+781
528
$596K 0.01%
9,625
-1,358
529
$594K 0.01%
5,790
-115
530
$592K 0.01%
5,100
531
$588K 0.01%
6,259
+781
532
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2,037
+198
533
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3,337
+264
534
$578K 0.01%
26,805
-2,320
535
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4,416
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536
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5,859
-1,218
537
$565K 0.01%
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538
$556K 0.01%
23,361
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539
$555K 0.01%
20,613
-4,807
540
$551K 0.01%
4,357
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541
$542K 0.01%
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13,106
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$533K 0.01%
6,970
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8,141
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545
$524K 0.01%
3,825
-343
546
$520K 0.01%
25,676
-1,236
547
$518K 0.01%
8,678
-4,648
548
$518K 0.01%
39,652
-1,348
549
$515K 0.01%
7,749
-8,097
550
$513K 0.01%
6,494
-2,961
20 21
22
23 24