Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
76
$17.4M 0.34%
190,526
+19,039
77
$17.3M 0.34%
300,817
-3,794
78
$17M 0.34%
471,206
-25,874
79
$16.9M 0.33%
320,476
+3,382
80
$16.8M 0.33%
255,656
-47,681
81
$16.5M 0.33%
199,376
-1,332
82
$16.5M 0.33%
197,988
-11,125
83
$16.2M 0.32%
361,653
-16,941
84
$15.8M 0.31%
396,816
-15,780
85
$15.8M 0.31%
122,054
-3,042
86
$15.6M 0.31%
210,574
+16,014
87
$15.6M 0.31%
168,558
-12,668
88
$15.6M 0.31%
223,146
+4,112
89
$15.4M 0.31%
174,810
-10,274
90
$15.4M 0.3%
141,162
-8,788
91
$15.2M 0.3%
272,403
-43,144
92
$15.2M 0.3%
98,787
+2,882
93
$15M 0.3%
87,248
+4,627
94
$14.9M 0.29%
90,293
-8,460
95
$14.1M 0.28%
168,478
+348
96
$14M 0.28%
99,609
+50,205
97
$13.9M 0.28%
256,895
-22,453
98
$13.9M 0.28%
218,093
+14,314
99
$13.8M 0.27%
275,607
-21,117
100
$13.8M 0.27%
177,871
+684
2 3
4
5 6