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
551
$567K 0.01%
5,184
-87
552
$565K 0.01%
+6,120
553
$563K 0.01%
12,538
-1,283
554
$560K 0.01%
34,852
-4,800
555
$560K 0.01%
11,634
+1,242
556
$556K 0.01%
8,709
+189
557
$556K 0.01%
13,436
-1,006
558
$552K 0.01%
23,372
-2,304
559
$549K 0.01%
8,167
+418
560
$543K 0.01%
4,391
+181
561
$532K 0.01%
7,720
-958
562
$530K 0.01%
9,175
-110
563
$524K 0.01%
5,236
-274
564
$519K 0.01%
6,118
-852
565
$517K 0.01%
1,944
-93
566
$516K 0.01%
4,225
+12
567
$515K 0.01%
+13,349
568
$514K 0.01%
14,974
+5,701
569
$510K 0.01%
10,245
+74
570
$508K 0.01%
57,819
-28,535
571
$508K 0.01%
4,262
+468
572
$507K 0.01%
3,208
573
$506K 0.01%
4,486
+823
574
$497K 0.01%
10,551
-6,446
575
$497K 0.01%
6,152
-60
21 22
23
24 25