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
$5.6B
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
101
$14.9M 0.27%
103,044
-2,160
102
$14.5M 0.26%
161,656
+2,821
103
$14.4M 0.26%
128,217
+2,723
104
$14.2M 0.25%
246,886
-13,598
105
$14M 0.25%
266,776
-57,768
106
$13.8M 0.25%
218,840
+6,946
107
$13.6M 0.24%
129,109
-6,991
108
$13.3M 0.24%
315,285
+51,786
109
$13.3M 0.24%
454,034
+21,777
110
$13.2M 0.24%
357,097
-7,126
111
$12.8M 0.23%
48,864
-2,141
112
$12.7M 0.23%
47,771
+2,369
113
$12.7M 0.23%
239,321
-26,287
114
$12.5M 0.22%
114,487
-36,214
115
$12.4M 0.22%
110,006
-128
116
$12.3M 0.22%
127,435
-5,275
117
$12.2M 0.22%
60,650
+783
118
$11.9M 0.21%
85,193
+7,701
119
$11.9M 0.21%
224,926
-51,567
120
$11.9M 0.21%
136,422
+3,744
121
$11.6M 0.21%
91,955
-1,344
122
$11.4M 0.2%
134,395
-31,739
123
$11.4M 0.2%
148,390
+18,407
124
$10.9M 0.19%
197,795
-6,195
125
$10.7M 0.19%
80,811
-2,133
3 4
5
6 7