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
676
$262K 0.01%
10,650
+176
677
$262K 0.01%
9,368
-2,433
678
$261K 0.01%
311
+3
679
$260K 0.01%
18,362
-4,458
680
$259K 0.01%
+15,954
681
$256K 0.01%
6,862
-6,943
682
$255K 0.01%
5,487
+811
683
$254K 0.01%
+9,273
684
$251K 0.01%
5,310
+795
685
$250K 0.01%
16,084
-2,361
686
$248K 0.01%
+3,337
687
$248K 0.01%
2,408
-1,600
688
$247K 0.01%
6,205
+525
689
$245K 0.01%
6,526
+947
690
$243K 0.01%
2,152
-405
691
$243K 0.01%
1,730
+55
692
$242K 0.01%
3,638
-12,955
693
$241K ﹤0.01%
7,353
694
$240K ﹤0.01%
3,733
695
$239K ﹤0.01%
4,644
-12
696
$238K ﹤0.01%
14,495
-29,161
697
$238K ﹤0.01%
25,693
698
$236K ﹤0.01%
15,545
-2,944
699
$235K ﹤0.01%
15,810
700
$233K ﹤0.01%
8,256
+1,938
26 27
28
29 30