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
$5.6B
AUM Growth
+$721M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$16M
3
+$13.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.13M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.7M

Top Sells

1
+$7.63M
2
+$6.43M
3
+$6.41M
4
BA icon
Boeing
BA
+$4.93M
5
TSN icon
Tyson Foods
TSN
+$4.11M

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
51
$25.4M 0.45%
1,189,797
52
$25.3M 0.45%
178,704
+4,086
53
$24.6M 0.44%
333,376
+84,604
54
$24.5M 0.44%
329,923
-3,940
55
$23.2M 0.41%
229,346
+241
56
$23.1M 0.41%
210,748
-36,446
57
$22.7M 0.4%
717,980
+17,210
58
$22.7M 0.4%
566,667
-6,052
59
$22.5M 0.4%
143,807
-292
60
$21.7M 0.39%
280,253
+1,711
61
$21.6M 0.39%
200,526
+3,557
62
$21.6M 0.39%
378,359
+10,267
63
$21.5M 0.38%
207,527
-19,546
64
$21.5M 0.38%
446,181
+33,752
65
$21.5M 0.38%
196,912
+15,376
66
$21.2M 0.38%
416,293
+136,857
67
$21.1M 0.38%
764,922
+13,031
68
$20.9M 0.37%
125,170
+1,946
69
$20.9M 0.37%
163,133
+3,629
70
$20.5M 0.37%
108,062
+2,529
71
$20.2M 0.36%
476,056
+23,584
72
$20.1M 0.36%
243,971
-27,827
73
$19.8M 0.35%
372,065
+5,742
74
$19.6M 0.35%
215,623
+18,848
75
$19.5M 0.35%
175,173
+28,188
1 2
3
4 5