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
$5.6B
AUM Growth
+$721M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$16M
3
+$13.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.13M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.7M

Top Sells

1
+$7.63M
2
+$6.43M
3
+$6.41M
4
BA icon
Boeing
BA
+$4.93M
5
TSN icon
Tyson Foods
TSN
+$4.11M

Sector Composition

1 Technology 11.45%
2 Financials 10.72%
3 Healthcare 9.73%
4 Consumer Discretionary 7.18%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19.4M 0.35%
111,416
-1,773
77
$19.2M 0.34%
105,453
-1,092
78
$18.8M 0.34%
274,086
+3,129
79
$18.7M 0.33%
212,077
-15,279
80
$18.5M 0.33%
509,492
-19,160
81
$18.4M 0.33%
342,613
+7,700
82
$18.4M 0.33%
224,530
+2,474
83
$18.2M 0.33%
175,483
+8,398
84
$18M 0.32%
162,259
+14,352
85
$17.5M 0.31%
96,012
+6,664
86
$17.1M 0.31%
112,129
+3,257
87
$16.7M 0.3%
187,026
+59,986
88
$16.4M 0.29%
174,363
-1,275
89
$16.3M 0.29%
246,609
+770
90
$16.2M 0.29%
340,203
+10,956
91
$16M 0.29%
301,691
-7,435
92
$16M 0.29%
330,628
+9,859
93
$15.7M 0.28%
41,047
-12,918
94
$15.6M 0.28%
164,363
+29,443
95
$15.4M 0.28%
99,072
-2,152
96
$15.3M 0.27%
123,625
+686
97
$15.3M 0.27%
81,679
+4,639
98
$15.2M 0.27%
175,976
-13,058
99
$15M 0.27%
278,525
+62,841
100
$15M 0.27%
128,207
+2,577
2 3
4
5 6