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
$5.04B
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
726
$227K ﹤0.01%
7,130
-2,060
727
$226K ﹤0.01%
5,000
-71
728
$225K ﹤0.01%
6,440
-2,200
729
$222K ﹤0.01%
6,932
-565
730
$221K ﹤0.01%
1,820
-308
731
$221K ﹤0.01%
2,992
-1,417
732
$220K ﹤0.01%
5,676
-1,508
733
$218K ﹤0.01%
19,770
+3,030
734
$218K ﹤0.01%
2,415
-166
735
$217K ﹤0.01%
+6,500
736
$214K ﹤0.01%
1,341
-58
737
$213K ﹤0.01%
7,306
-468
738
$212K ﹤0.01%
12,500
-9,222
739
$212K ﹤0.01%
+3,298
740
$208K ﹤0.01%
6,207
-387
741
$205K ﹤0.01%
4,590
-9,709
742
$205K ﹤0.01%
+3,041
743
$205K ﹤0.01%
10,828
-335
744
$204K ﹤0.01%
+3,600
745
$201K ﹤0.01%
2,586
-120
746
$199K ﹤0.01%
10,200
-700
747
$198K ﹤0.01%
15,000
748
$196K ﹤0.01%
14,316
749
$195K ﹤0.01%
10,000
750
$193K ﹤0.01%
10,090
28 29
30
31 32