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
126
$10.7M 0.19%
10,924
127
$10.7M 0.19%
597,260
-46,430
128
$10.4M 0.19%
241,272
+2,968
129
$10.3M 0.18%
52,323
-1,946
130
$10.2M 0.18%
411,100
+1,716
131
$10.1M 0.18%
96,846
+1,525
132
$9.96M 0.18%
331,410
+63,110
133
$9.95M 0.18%
306,120
+30,537
134
$9.89M 0.18%
41,987
-79
135
$9.66M 0.17%
98,876
+51,155
136
$9.46M 0.17%
115,746
+2,304
137
$9.34M 0.17%
71,620
-474
138
$9.24M 0.17%
178,868
+60,676
139
$9.13M 0.16%
312,957
-2,967
140
$8.9M 0.16%
154,176
-1,167
141
$8.76M 0.16%
321,002
+1,274
142
$8.73M 0.16%
57,544
-8,471
143
$8.68M 0.15%
129,944
-3,876
144
$8.66M 0.15%
151,463
+5,021
145
$8.61M 0.15%
174,072
-6,055
146
$8.59M 0.15%
20,087
+15,665
147
$8.34M 0.15%
103,308
-94,510
148
$8.32M 0.15%
109,609
+527
149
$8.2M 0.15%
126,154
+736
150
$8.19M 0.15%
179,860
+7,308
4 5
6
7 8