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
651
$290K 0.01%
3,706
+400
652
$289K 0.01%
7,569
-718
653
$289K 0.01%
3,421
-274
654
$288K 0.01%
2,461
-1,792
655
$287K 0.01%
32,363
+810
656
$285K 0.01%
2,743
-159
657
$283K 0.01%
7,045
+620
658
$282K 0.01%
+5,713
659
$281K 0.01%
26,416
+5,377
660
$280K 0.01%
3,110
+350
661
$280K 0.01%
1,728
-1,111
662
$279K 0.01%
+15,320
663
$278K 0.01%
10,299
-13,755
664
$276K 0.01%
3,187
+659
665
$274K 0.01%
9,222
+1,068
666
$269K 0.01%
6,370
667
$269K 0.01%
6,019
+246
668
$269K 0.01%
1,730
+400
669
$268K 0.01%
4,695
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670
$268K 0.01%
5,073
+28
671
$267K 0.01%
+20,171
672
$267K 0.01%
13,100
-5,540
673
$264K 0.01%
5,798
-2,812
674
$263K 0.01%
7,330
+2,615
675
$263K 0.01%
+1,418
25 26
27
28 29