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
626
$325K 0.01%
9,910
-17,915
627
$325K 0.01%
8,992
+4,400
628
$325K 0.01%
2,431
-339
629
$321K 0.01%
7,656
+259
630
$320K 0.01%
1,906
+396
631
$319K 0.01%
10,699
-1,060
632
$319K 0.01%
2,000
633
$318K 0.01%
5,801
-9,330
634
$315K 0.01%
4,675
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635
$315K 0.01%
10,120
636
$311K 0.01%
7,283
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637
$310K 0.01%
2,590
638
$307K 0.01%
8,985
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639
$305K 0.01%
3,022
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640
$304K 0.01%
1,312
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641
$303K 0.01%
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642
$302K 0.01%
4,585
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643
$302K 0.01%
9,613
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644
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4,714
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645
$297K 0.01%
9,147
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646
$296K 0.01%
7,538
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647
$294K 0.01%
10,300
+252
648
$294K 0.01%
2,687
+48
649
$292K 0.01%
7,410
+700
650
$290K 0.01%
10,476
+945
24 25
26
27 28