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
751
$192K ﹤0.01%
+10,000
752
$191K ﹤0.01%
11,053
753
$183K ﹤0.01%
14,894
-2,061
754
$180K ﹤0.01%
10,000
755
$180K ﹤0.01%
10,000
-2,820
756
$173K ﹤0.01%
12,192
-1,139
757
$172K ﹤0.01%
14,338
-30
758
$170K ﹤0.01%
10,000
759
$168K ﹤0.01%
1,000
+556
760
$164K ﹤0.01%
10,020
-354
761
$155K ﹤0.01%
13,777
-998
762
$155K ﹤0.01%
30,499
+530
763
$153K ﹤0.01%
10,794
-2
764
$150K ﹤0.01%
17,180
+400
765
$146K ﹤0.01%
10,560
-400
766
$142K ﹤0.01%
12,674
+117
767
$140K ﹤0.01%
11,825
+248
768
$138K ﹤0.01%
3,500
-1,907
769
$129K ﹤0.01%
11,049
-1,375
770
$124K ﹤0.01%
12,095
771
$117K ﹤0.01%
10,691
+198
772
$106K ﹤0.01%
12,347
773
$106K ﹤0.01%
3,194
-3,769
774
$99K ﹤0.01%
12,000
775
$66K ﹤0.01%
1,021
29 30
31
32 33