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
726
$202K ﹤0.01%
2,621
-606
727
$201K ﹤0.01%
7,421
+1,833
728
$200K ﹤0.01%
+1,719
729
$190K ﹤0.01%
13,223
-8,374
730
$187K ﹤0.01%
16,750
+252
731
$175K ﹤0.01%
14,354
+360
732
$175K ﹤0.01%
10,090
-1,350
733
$170K ﹤0.01%
13,444
-1,403
734
$163K ﹤0.01%
10,476
+254
735
$163K ﹤0.01%
37,232
+840
736
$163K ﹤0.01%
13,192
+77
737
$161K ﹤0.01%
16,776
+337
738
$158K ﹤0.01%
15,514
-1,799
739
$148K ﹤0.01%
12,829
-3,244
740
$146K ﹤0.01%
19,509
+5,342
741
$145K ﹤0.01%
+11,731
742
$144K ﹤0.01%
15,291
+355
743
$128K ﹤0.01%
10,554
+217
744
$126K ﹤0.01%
50,603
-113,425
745
$123K ﹤0.01%
10,533
+480
746
$118K ﹤0.01%
14,177
+2,863
747
$109K ﹤0.01%
11,728
+257
748
$94K ﹤0.01%
1,000
749
$78K ﹤0.01%
22,804
-694
750
$76K ﹤0.01%
13,001
28 29
30
31 32