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
$5.6B
AUM Growth
+$721M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$16M
3
+$13.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.13M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.7M

Top Sells

1
+$7.63M
2
+$6.43M
3
+$6.41M
4
BA icon
Boeing
BA
+$4.93M
5
TSN icon
Tyson Foods
TSN
+$4.11M

Sector Composition

1 Technology 11.45%
2 Financials 10.72%
3 Healthcare 9.73%
4 Consumer Discretionary 7.18%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$285K 0.01%
15,320
677
$284K 0.01%
3,095
-15
678
$282K 0.01%
9,176
-46
679
$280K 0.01%
1,368
-50
680
$275K ﹤0.01%
16,010
+200
681
$275K ﹤0.01%
+805
682
$275K ﹤0.01%
21,150
+1,870
683
$271K ﹤0.01%
7,115
-215
684
$269K ﹤0.01%
3,050
-60
685
$268K ﹤0.01%
3,733
686
$266K ﹤0.01%
7,141
-1,115
687
$265K ﹤0.01%
6,367
-159
688
$265K ﹤0.01%
5,092
-395
689
$262K ﹤0.01%
22,763
+2,715
690
$259K ﹤0.01%
6,861
-1,430
691
$258K ﹤0.01%
15,369
-715
692
$257K ﹤0.01%
25,693
693
$256K ﹤0.01%
19,126
+3,172
694
$256K ﹤0.01%
+1,518
695
$256K ﹤0.01%
+3,545
696
$252K ﹤0.01%
+4,360
697
$250K ﹤0.01%
27,795
698
$249K ﹤0.01%
7,353
699
$249K ﹤0.01%
4,594
-50
700
$243K ﹤0.01%
1,711
-19
26 27
28
29 30