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
101
$13.6M 0.27%
248,300
+12,906
102
$13.5M 0.27%
68,499
-2,866
103
$13.5M 0.27%
548,233
-5,449
104
$13.3M 0.26%
165,823
+22,724
105
$13.1M 0.26%
123,286
-332
106
$13.1M 0.26%
374,587
-2,074
107
$13M 0.26%
561,111
+17,312
108
$12.9M 0.26%
265,274
-22,692
109
$12.8M 0.25%
127,764
+38,185
110
$12.7M 0.25%
197,513
+1,821
111
$12.6M 0.25%
409,384
112
$12.5M 0.25%
115,000
-2,506
113
$12.3M 0.24%
87,292
+7,036
114
$12.2M 0.24%
72,227
-3,330
115
$11.9M 0.24%
104,971
-4,292
116
$11.6M 0.23%
111,390
-3,575
117
$11.6M 0.23%
171,697
-1,665
118
$11.6M 0.23%
168,917
-12,282
119
$11.6M 0.23%
129,267
-3,007
120
$11.5M 0.23%
326,826
-22,687
121
$11.5M 0.23%
492,710
-5,140
122
$11.2M 0.22%
82,940
+5,087
123
$11.1M 0.22%
56,059
-525
124
$11.1M 0.22%
452,516
-32,294
125
$10.9M 0.22%
142,081
+19,418
3 4
5
6 7