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
751
$70K ﹤0.01%
10,354
752
$64K ﹤0.01%
1,114
+92
753
$49K ﹤0.01%
10,900
-1,467
754
$47K ﹤0.01%
11,804
-9,630
755
$34K ﹤0.01%
80
-2
756
$24K ﹤0.01%
+1,386
757
– –
-5,303
758
– –
-10,904
759
– –
-4,777
760
– –
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761
– –
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762
– –
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763
– –
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764
– –
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765
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766
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767
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768
– –
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769
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770
– –
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– –
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772
– –
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773
– –
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774
– –
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775
– –
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29 30
31
32 33