Truist Financial Portfolio holdings
AUM
$68.2B
1-Year Return
17.56%
This Quarter Return
+2.87%
1 Year Return
+17.56%
3 Year Return
+61.5%
5 Year Return
+107.27%
10 Year Return
+214.27%
AUM
$3.48B
AUM Growth
+$75.7M
(+2.2%)
Cap. Flow
+$9.51M
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
18.2%
Holding
839
New
49
Increased
363
Reduced
342
Closed
47
Top Buys
| 1 |
Truist Financial
TFC
|
$11M |
| 2 |
Wells Fargo
WFC
|
$8.91M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$6.59M |
| 4 |
IBM
IBM
|
$6.01M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.77M |
Top Sells
| 1 |
Chevron
CVX
|
$8M |
| 2 |
Travelers Companies
TRV
|
$5.88M |
| 3 |
ESV
Ensco Rowan plc
ESV
|
$5.26M |
| 4 |
Centene
CNC
|
$4.58M |
| 5 |
Baxter International
BAX
|
$3.67M |
Sector Composition
| 1 | Financials | 11.51% |
| 2 | Healthcare | 10.8% |
| 3 | Technology | 9.92% |
| 4 | Industrials | 8.42% |
| 5 | Consumer Staples | 8.01% |
