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
576
$416K 0.01%
9,989
-1,521
577
$415K 0.01%
1,990
+105
578
$414K 0.01%
3,794
+307
579
$411K 0.01%
10,416
-1,347
580
$411K 0.01%
4,213
+159
581
$408K 0.01%
14,119
-40
582
$407K 0.01%
19,563
-955
583
$406K 0.01%
7,591
-80
584
$404K 0.01%
9,313
-2,272
585
$402K 0.01%
1,424
-177
586
$401K 0.01%
102,255
+28,600
587
$401K 0.01%
4,443
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588
$400K 0.01%
9,104
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589
$393K 0.01%
4,210
-31
590
$393K 0.01%
15,121
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591
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6,972
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592
$390K 0.01%
18,289
-134
593
$390K 0.01%
7,380
594
$384K 0.01%
7,116
-11,621
595
$382K 0.01%
6,495
-30
596
$381K 0.01%
28,480
+5
597
$381K 0.01%
5,123
+1,280
598
$380K 0.01%
6,212
-1,894
599
$378K 0.01%
3,932
+245
600
$374K 0.01%
3,355
22 23
24
25 26