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
$5.04B
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.99M
3
+$7.06M
4
MMM icon
3M
MMM
+$6.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.86M

Top Sells

1
+$11.9M
2
+$8.26M
3
+$7.3M
4
STE icon
Steris
STE
+$5.5M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.44M

Sector Composition

1 Financials 12.08%
2 Healthcare 11.42%
3 Technology 10.71%
4 Industrials 8.43%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$258K 0.01%
3,789
-200
702
$257K 0.01%
6,000
703
$256K 0.01%
+11,850
704
$253K 0.01%
17,370
-1,590
705
$252K 0.01%
2,786
706
$250K 0.01%
20,270
-1,787
707
$250K 0.01%
13,369
-5,808
708
$250K 0.01%
5,000
709
$248K ﹤0.01%
1,376
-239
710
$247K ﹤0.01%
10,346
-3,687
711
$247K ﹤0.01%
9,625
-184
712
$247K ﹤0.01%
4,605
-125
713
$245K ﹤0.01%
1,152
-285
714
$245K ﹤0.01%
4,795
-70
715
$244K ﹤0.01%
2,324
716
$243K ﹤0.01%
2,203
-7,575
717
$243K ﹤0.01%
15,265
+468
718
$243K ﹤0.01%
528
-39
719
$240K ﹤0.01%
10,731
-270
720
$240K ﹤0.01%
15,285
-364
721
$234K ﹤0.01%
3,566
722
$231K ﹤0.01%
+2,125
723
$229K ﹤0.01%
13,532
-68
724
$228K ﹤0.01%
1,519
-1,025
725
$228K ﹤0.01%
5,000
27 28
29
30 31