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
$5.04B
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
126
$10.7M 0.21%
125,450
-14,204
127
$10.7M 0.21%
158,760
-9,958
128
$10.5M 0.21%
71,490
-19,360
129
$10.4M 0.21%
543,671
+3,578
130
$10.3M 0.2%
164,011
+915
131
$10M 0.2%
165,708
+75,951
132
$9.97M 0.2%
99,257
-6,447
133
$9.96M 0.2%
87,837
+11,064
134
$9.85M 0.2%
142,097
-8,853
135
$9.84M 0.2%
240,900
+25,674
136
$9.79M 0.19%
200,184
+5,419
137
$9.6M 0.19%
66,018
+4,324
138
$9.56M 0.19%
94,793
-3,131
139
$9.42M 0.19%
169,964
-19,998
140
$9.4M 0.19%
664,670
-17,330
141
$9.37M 0.19%
111,101
+2,929
142
$9.35M 0.19%
167,491
-273
143
$9.29M 0.18%
193,870
+6,146
144
$9.28M 0.18%
121,368
-9,090
145
$9.27M 0.18%
588,661
-5,571
146
$9.24M 0.18%
106,348
-7,075
147
$9.16M 0.18%
151,766
+7,793
148
$9.14M 0.18%
117,258
+2,080
149
$8.99M 0.18%
194,417
+2,632
150
$8.87M 0.18%
12,482
4 5
6
7 8