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
576
$456K 0.01%
8,512
-2,402
577
$450K 0.01%
6,904
-1,122
578
$448K 0.01%
5,735
-40
579
$445K 0.01%
9,943
-7,167
580
$442K 0.01%
+19,906
581
$441K 0.01%
8,489
-770
582
$439K 0.01%
1,022
+487
583
$438K 0.01%
10,165
-45
584
$438K 0.01%
3,824
+182
585
$434K 0.01%
5,319
-67,370
586
$431K 0.01%
12,961
-3,650
587
$430K 0.01%
24,750
-1,904
588
$426K 0.01%
29,066
+2,007
589
$425K 0.01%
10,297
-406
590
$425K 0.01%
+8,977
591
$424K 0.01%
14,016
-4,354
592
$423K 0.01%
10,593
-1,900
593
$420K 0.01%
13,662
+3,688
594
$420K 0.01%
4,106
+440
595
$415K 0.01%
9,409
-1,294
596
$414K 0.01%
5,219
-1,114
597
$413K 0.01%
18,915
598
$409K 0.01%
+18,128
599
$403K 0.01%
8,547
-1,402
600
$402K 0.01%
9,350
-525
22 23
24
25 26