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
101
$13.7M 0.28%
158,835
-12,593
102
$13.7M 0.28%
89,348
-9,964
103
$13.4M 0.28%
105,204
+46,807
104
$13M 0.27%
178,068
-13,545
105
$13M 0.27%
101,224
-3,236
106
$12.9M 0.26%
260,484
-20,737
107
$12.5M 0.26%
166,134
-2,261
108
$12.2M 0.25%
59,867
-7,183
109
$12.2M 0.25%
364,223
+11
110
$12.1M 0.25%
125,494
-1,116
111
$11.7M 0.24%
136,100
+12,260
112
$11.6M 0.24%
134,920
+62,834
113
$11.5M 0.24%
77,040
+1,057
114
$11.5M 0.24%
125,630
+3,464
115
$11.4M 0.23%
432,257
+145,212
116
$11.2M 0.23%
132,678
-1,017
117
$10.8M 0.22%
132,710
-5,502
118
$10.7M 0.22%
203,990
-44,108
119
$10.4M 0.21%
263,499
+103,187
120
$10.3M 0.21%
45,402
+1,507
121
$10.2M 0.21%
127,040
+11,412
122
$10M 0.21%
51,005
-2,967
123
$10M 0.21%
77,492
+7,902
124
$9.89M 0.2%
110,134
-31,533
125
$9.8M 0.2%
409,384
3 4
5
6 7