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
$5.77B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.42M
3
+$6.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.88M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.52M

Top Sells

1
+$12.5M
2
+$6.25M
3
+$4.56M
4
LOW icon
Lowe's Companies
LOW
+$4.34M
5
PFE icon
Pfizer
PFE
+$3.62M

Sector Composition

1 Technology 11.55%
2 Financials 10.77%
3 Healthcare 9.23%
4 Consumer Discretionary 7.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$278K ﹤0.01%
5,490
+398
702
$276K ﹤0.01%
+4,907
703
$273K ﹤0.01%
4,641
-2,136
704
$272K ﹤0.01%
+2,244
705
$268K ﹤0.01%
16,876
-2,250
706
$268K ﹤0.01%
8,399
+1,700
707
$267K ﹤0.01%
1,673
-83
708
$266K ﹤0.01%
2,886
-664
709
$266K ﹤0.01%
7,353
710
$266K ﹤0.01%
+2,747
711
$264K ﹤0.01%
6,640
-475
712
$264K ﹤0.01%
27,795
713
$263K ﹤0.01%
2,786
+106
714
$262K ﹤0.01%
25,693
715
$261K ﹤0.01%
+2,429
716
$258K ﹤0.01%
+2,979
717
$256K ﹤0.01%
2,732
+397
718
$253K ﹤0.01%
14,723
-646
719
$249K ﹤0.01%
2,041
+156
720
$248K ﹤0.01%
11,658
+129
721
$243K ﹤0.01%
2,097
-105
722
$240K ﹤0.01%
1,810
-4,295
723
$238K ﹤0.01%
3,186
-750
724
$238K ﹤0.01%
6,513
+863
725
$238K ﹤0.01%
3,048
-7,857
27 28
29
30 31