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
51
$22.4M 0.46%
428,400
+21,220
52
$22.4M 0.46%
229,105
+4,347
53
$22M 0.45%
1,189,797
-1,425
54
$21.9M 0.45%
227,073
-15,931
55
$21.5M 0.44%
333,863
+28,184
56
$20.9M 0.43%
368,092
-3,307
57
$20.5M 0.42%
105,533
+3,764
58
$19.8M 0.41%
174,618
+468
59
$19.5M 0.4%
572,719
-19,516
60
$19.5M 0.4%
271,798
+20,022
61
$19.4M 0.4%
144,099
-9,777
62
$19.3M 0.4%
181,536
+3,059
63
$19.3M 0.4%
196,969
-82
64
$19.2M 0.39%
278,542
+54,353
65
$18.8M 0.39%
412,429
-86,870
66
$18.5M 0.38%
751,891
-27,216
67
$18M 0.37%
113,189
-3,962
68
$17.9M 0.37%
196,775
+11,345
69
$17.4M 0.36%
53,965
-777
70
$17.3M 0.36%
159,504
+7,076
71
$17.2M 0.35%
452,472
+119,245
72
$17.1M 0.35%
329,247
+55,374
73
$17M 0.35%
123,224
-1,166
74
$16.4M 0.34%
528,652
+4,416
75
$16.4M 0.34%
248,772
+10,740
1 2
3
4 5