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
$5.6B
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
726
$214K ﹤0.01%
1,691
-770
727
$212K ﹤0.01%
6,699
-711
728
$211K ﹤0.01%
14,700
+346
729
$211K ﹤0.01%
16,994
+244
730
$208K ﹤0.01%
+2,335
731
$207K ﹤0.01%
7,167
-593
732
$206K ﹤0.01%
3,115
-523
733
$203K ﹤0.01%
+6,564
734
$202K ﹤0.01%
+4,564
735
$201K ﹤0.01%
+4,345
736
$201K ﹤0.01%
16,114
+3,285
737
$201K ﹤0.01%
+8,134
738
$200K ﹤0.01%
+2,509
739
$199K ﹤0.01%
12,915
-7,256
740
$199K ﹤0.01%
+15,605
741
$184K ﹤0.01%
10,090
742
$183K ﹤0.01%
12,687
-757
743
$182K ﹤0.01%
16,435
-34,168
744
$181K ﹤0.01%
15,992
+478
745
$179K ﹤0.01%
14,972
-573
746
$175K ﹤0.01%
17,107
+331
747
$173K ﹤0.01%
15,876
+585
748
$167K ﹤0.01%
+13,546
749
$164K ﹤0.01%
20,158
+649
750
$158K ﹤0.01%
255
+175
28 29
30
31 32