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
726
$236K ﹤0.01%
4,620
+420
727
$234K ﹤0.01%
12,134
+240
728
$233K ﹤0.01%
4,594
729
$233K ﹤0.01%
2,018
-745
730
$232K ﹤0.01%
+7,780
731
$231K ﹤0.01%
1,327
+16
732
$231K ﹤0.01%
+844
733
$231K ﹤0.01%
5,482
734
$228K ﹤0.01%
2,745
735
$226K ﹤0.01%
+2,355
736
$224K ﹤0.01%
+8,650
737
$223K ﹤0.01%
17,229
+235
738
$222K ﹤0.01%
554
739
$221K ﹤0.01%
15,052
+352
740
$221K ﹤0.01%
3,582
-2,407
741
$221K ﹤0.01%
1,622
-564
742
$221K ﹤0.01%
7,188
-211
743
$219K ﹤0.01%
4,085
-260
744
$217K ﹤0.01%
12,080
-725
745
$213K ﹤0.01%
7,167
746
$213K ﹤0.01%
+254
747
$208K ﹤0.01%
+3,886
748
$207K ﹤0.01%
+3,230
749
$207K ﹤0.01%
+1,132
750
$204K ﹤0.01%
+3,414
28 29
30
31 32