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
76
$16.4M 0.34%
366,323
-1,343
77
$16.2M 0.33%
147,907
+43,289
78
$16.1M 0.33%
270,957
+7,699
79
$16M 0.33%
146,985
+59,139
80
$15.8M 0.32%
700,770
+637,254
81
$15.7M 0.32%
309,126
+5,834
82
$15.5M 0.32%
324,544
+47,429
83
$15.3M 0.31%
265,608
-24,530
84
$15.2M 0.31%
227,356
-57,228
85
$15.1M 0.31%
334,913
+8,720
86
$15.1M 0.31%
245,839
+3,601
87
$15M 0.31%
197,818
-38,513
88
$14.9M 0.31%
222,056
-15,362
89
$14.8M 0.3%
320,769
-12,274
90
$14.6M 0.3%
106,545
+3,174
91
$14.5M 0.3%
189,034
-6,231
92
$14.5M 0.3%
211,894
+3,270
93
$14.4M 0.29%
108,872
+5,540
94
$14.4M 0.29%
150,701
+6,191
95
$14.3M 0.29%
276,493
+24,197
96
$14.1M 0.29%
215,684
+13,538
97
$14.1M 0.29%
279,436
+210,663
98
$14.1M 0.29%
167,085
+73,704
99
$14M 0.29%
122,939
+2,446
100
$14M 0.29%
175,638
-38,430
2 3
4
5 6