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
601
$400K 0.01%
+7,325
602
$395K 0.01%
9,322
+184
603
$395K 0.01%
4,991
-226
604
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605
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606
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3,637
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607
$387K 0.01%
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608
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609
$385K 0.01%
8,000
-1,885
610
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3,154
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611
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612
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3,252
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613
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11,568
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614
$382K 0.01%
11,895
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615
$382K 0.01%
28,254
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616
$381K 0.01%
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618
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4,040
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8,849
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$373K 0.01%
31,490
-1,240
621
$371K 0.01%
5,000
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$371K 0.01%
4,761
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623
$371K 0.01%
15,087
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624
$370K 0.01%
4,890
-6,205
625
$365K 0.01%
13,225
23 24
25
26 27