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
701
$232K ﹤0.01%
9,914
-2,992
702
$232K ﹤0.01%
6,982
+550
703
$230K ﹤0.01%
27,795
704
$229K ﹤0.01%
2,313
+220
705
$229K ﹤0.01%
2,568
706
$228K ﹤0.01%
554
707
$228K ﹤0.01%
5,715
-4,881
708
$228K ﹤0.01%
+10,275
709
$227K ﹤0.01%
1,076
+235
710
$225K ﹤0.01%
2,178
711
$225K ﹤0.01%
8,291
+745
712
$223K ﹤0.01%
3,110
+1,230
713
$222K ﹤0.01%
11,442
+180
714
$221K ﹤0.01%
11,884
-10,784
715
$220K ﹤0.01%
+12,998
716
$219K ﹤0.01%
5,589
+1,903
717
$219K ﹤0.01%
7,933
-295
718
$216K ﹤0.01%
+2,786
719
$216K ﹤0.01%
1,915
-783
720
$216K ﹤0.01%
4,491
+123
721
$215K ﹤0.01%
11,398
-99,059
722
$214K ﹤0.01%
19,280
-7,636
723
$212K ﹤0.01%
+7,760
724
$211K ﹤0.01%
5,891
+302
725
$208K ﹤0.01%
20,048
+2,542
27 28
29
30 31