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
126
$9.58M 0.2%
93,299
-1,340
127
$9.29M 0.19%
129,983
-2,727
128
$9.04M 0.19%
82,944
-3,291
129
$8.97M 0.18%
72,094
-6,859
130
$8.96M 0.18%
10,924
131
$8.77M 0.18%
643,690
-193,420
132
$8.76M 0.18%
238,304
-18,428
133
$8.59M 0.18%
315,924
+13,359
134
$8.57M 0.18%
113,442
+752
135
$8.56M 0.18%
275,583
+89,403
136
$8.51M 0.17%
54,269
+52
137
$8.48M 0.17%
95,321
+5,182
138
$8.38M 0.17%
133,820
+3,899
139
$8.34M 0.17%
66,015
-7,704
140
$8.12M 0.17%
155,343
-11,998
141
$8.04M 0.16%
172,552
+20,082
142
$7.94M 0.16%
42,066
+160
143
$7.87M 0.16%
319,728
+13,922
144
$7.84M 0.16%
125,418
-82,147
145
$7.68M 0.16%
146,442
-628
146
$7.56M 0.15%
48,082
-2,007
147
$7.52M 0.15%
146,491
-19,549
148
$7.43M 0.15%
109,082
+6,121
149
$7.35M 0.15%
57,806
+3,520
150
$7.21M 0.15%
180,127
-5,974
4 5
6
7 8