Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$50M
2
+$15.9M
3
+$13.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.94M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.47M

Top Sells

1
+$7.63M
2
+$6.61M
3
+$6.14M
4
BA icon
Boeing
BA
+$4.97M
5
PRU icon
Prudential Financial
PRU
+$3.91M

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
701
$240K ﹤0.01%
554
702
$240K ﹤0.01%
2,418
-150
703
$239K ﹤0.01%
2,786
704
$239K ﹤0.01%
+11,894
705
$239K ﹤0.01%
+7,399
706
$239K ﹤0.01%
12,825
+2,550
707
$239K ﹤0.01%
3,862
-7,935
708
$238K ﹤0.01%
5,482
-233
709
$237K ﹤0.01%
5,928
+37
710
$237K ﹤0.01%
11,529
+87
711
$232K ﹤0.01%
2,202
+50
712
$232K ﹤0.01%
4,432
-641
713
$231K ﹤0.01%
1,160
-568
714
$229K ﹤0.01%
+6,951
715
$228K ﹤0.01%
1,311
-497
716
$228K ﹤0.01%
1,915
717
$228K ﹤0.01%
6,050
-155
718
$227K ﹤0.01%
+2,680
719
$226K ﹤0.01%
5,650
+61
720
$224K ﹤0.01%
+5,000
721
$223K ﹤0.01%
+2,745
722
$223K ﹤0.01%
+4,200
723
$220K ﹤0.01%
12,805
+2,329
724
$219K ﹤0.01%
+1,885
725
$216K ﹤0.01%
+7,772
27 28
29
30 31