Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
51
$23M 0.46%
473,757
-13,441
52
$22.8M 0.45%
571,841
-81,521
53
$22.2M 0.44%
458,940
+10,740
54
$22.1M 0.44%
212,271
-2,391
55
$22.1M 0.44%
199,624
-74,666
56
$21.7M 0.43%
391,649
-13,519
57
$21.7M 0.43%
400,706
-26,676
58
$21.2M 0.42%
226,039
+1,184
59
$21M 0.42%
427,352
+53,928
60
$20.8M 0.41%
201,507
-9,476
61
$20.8M 0.41%
266,636
-19,351
62
$20.6M 0.41%
1,190,087
-4,295
63
$20.4M 0.41%
223,673
+230
64
$20.3M 0.4%
159,732
-502
65
$20M 0.4%
282,030
-4,099
66
$19.8M 0.39%
122,524
-9,949
67
$19.4M 0.38%
261,766
-14,948
68
$19.4M 0.38%
246,213
-18,662
69
$19.2M 0.38%
198,589
-541
70
$19M 0.38%
257,147
-6,471
71
$18.6M 0.37%
238,029
-11,985
72
$18.6M 0.37%
765,919
-7,033
73
$18.3M 0.36%
392,980
+12,240
74
$17.8M 0.35%
329,710
-134,969
75
$17.8M 0.35%
162,869
+10,834
1 2
3
4 5