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
51
$27.4M 0.47%
219,903
+747
52
$26.9M 0.47%
321,295
-8,628
53
$26.9M 0.47%
260,614
+1,725
54
$26.1M 0.45%
233,512
+4,166
55
$25.8M 0.45%
347,208
+13,832
56
$25.6M 0.44%
90,887
-1,220
57
$24.6M 0.43%
192,849
-14,678
58
$23.9M 0.41%
175,664
-3,040
59
$23.6M 0.41%
169,181
+6,922
60
$23.5M 0.41%
143,922
+115
61
$22.8M 0.4%
225,315
+126,439
62
$22.7M 0.39%
444,859
+28,566
63
$22.3M 0.39%
276,343
-3,910
64
$22M 0.38%
197,988
+1,076
65
$21.8M 0.38%
196,172
-4,354
66
$21.7M 0.38%
746,901
-18,021
67
$21.1M 0.37%
216,572
+949
68
$21M 0.36%
124,218
-952
69
$20.9M 0.36%
160,501
-2,632
70
$20.9M 0.36%
243,019
-952
71
$20.3M 0.35%
712,612
-5,368
72
$20.1M 0.35%
109,285
+1,223
73
$20.1M 0.35%
175,676
+193
74
$20M 0.35%
381,096
-65,085
75
$19.9M 0.34%
467,601
-8,455
1 2
3
4 5