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
$5.77B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.42M
3
+$6.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.88M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.52M

Top Sells

1
+$12.5M
2
+$6.25M
3
+$4.56M
4
LOW icon
Lowe's Companies
LOW
+$4.34M
5
PFE icon
Pfizer
PFE
+$3.62M

Sector Composition

1 Technology 11.55%
2 Financials 10.77%
3 Healthcare 9.23%
4 Consumer Discretionary 7.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19.6M 0.34%
344,628
+2,015
77
$19.5M 0.34%
272,623
-1,463
78
$19.3M 0.33%
171,006
-4,167
79
$19.3M 0.33%
111,085
+15,073
80
$19.3M 0.33%
211,520
+24,494
81
$19.1M 0.33%
361,622
-10,443
82
$18.3M 0.32%
508,308
-1,184
83
$18.1M 0.31%
207,669
-16,861
84
$18M 0.31%
105,992
+539
85
$17.5M 0.3%
292,391
-9,300
86
$17.5M 0.3%
111,444
-685
87
$17.4M 0.3%
319,949
+41,424
88
$17M 0.3%
170,807
-3,556
89
$16.9M 0.29%
167,778
-42,970
90
$16.9M 0.29%
180,386
+16,023
91
$16.6M 0.29%
130,705
+2,498
92
$16.5M 0.29%
209,699
-2,378
93
$16.4M 0.28%
123,201
-424
94
$16.4M 0.28%
82,050
+371
95
$15.9M 0.28%
350,779
+10,576
96
$15.9M 0.27%
335,204
+4,576
97
$15.9M 0.27%
97,323
-1,749
98
$15.7M 0.27%
104,514
+1,470
99
$15.5M 0.27%
106,665
-4,751
100
$14.9M 0.26%
50,571
+2,800
2 3
4
5 6