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
601
$373K 0.01%
5,943
-227
602
$373K 0.01%
360
603
$372K 0.01%
3,887
+165
604
$371K 0.01%
3,663
-1,974
605
$369K 0.01%
6,668
+596
606
$368K 0.01%
13,340
-1,145
607
$368K 0.01%
3,859
-206
608
$368K 0.01%
7,665
+1,000
609
$364K 0.01%
3,670
+549
610
$361K 0.01%
15,393
-2,192
611
$355K 0.01%
3,095
+461
612
$354K 0.01%
3,550
613
$352K 0.01%
13,305
+955
614
$351K 0.01%
24,528
-2,030
615
$348K 0.01%
6,426
-70
616
$347K 0.01%
6,585
-585
617
$347K 0.01%
7,540
-239
618
$346K 0.01%
6,389
+595
619
$344K 0.01%
26,084
+2,826
620
$343K 0.01%
14,955
+675
621
$341K 0.01%
4,558
-26,785
622
$338K 0.01%
9,530
-9,065
623
$338K 0.01%
5,012
+246
624
$336K 0.01%
11,806
+1,450
625
$327K 0.01%
4,882
-385
23 24
25
26 27