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
101
$14.8M 0.26%
241,067
+112,051
102
$14.4M 0.25%
327,709
+12,424
103
$14.2M 0.25%
161,095
-561
104
$14.1M 0.24%
260,108
-6,668
105
$14M 0.24%
123,764
-5,345
106
$13.8M 0.24%
150,809
-25,167
107
$13.7M 0.24%
110,870
-3,617
108
$13.6M 0.24%
122,722
-4,713
109
$13.6M 0.24%
352,127
-4,970
110
$13.5M 0.23%
456,955
+2,921
111
$13.2M 0.23%
89,908
+4,715
112
$13.2M 0.23%
170,362
+21,972
113
$12.9M 0.22%
125,002
-3,215
114
$12.8M 0.22%
10,924
115
$12.6M 0.22%
59,111
-1,539
116
$12.6M 0.22%
250,347
+3,738
117
$12.4M 0.21%
107,179
-2,827
118
$12.4M 0.21%
34,060
-6,987
119
$12.3M 0.21%
216,296
+37,428
120
$11.9M 0.21%
323,664
+17,544
121
$11.9M 0.21%
45,438
-3,426
122
$11.7M 0.2%
205,594
+7,799
123
$11.6M 0.2%
211,595
-7,245
124
$11.4M 0.2%
77,505
-3,306
125
$11.2M 0.19%
411,100
3 4
5
6 7