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
126
$11.2M 0.19%
235,964
-10,922
127
$11.2M 0.19%
208,787
-16,139
128
$11M 0.19%
95,509
-1,337
129
$10.9M 0.19%
129,464
-6,958
130
$10.9M 0.19%
148,904
-2,559
131
$10.9M 0.19%
207,268
-32,053
132
$10.8M 0.19%
575,150
-22,110
133
$10.8M 0.19%
52,477
+154
134
$10.7M 0.18%
40,295
-1,692
135
$10.5M 0.18%
122,877
-11,518
136
$10.3M 0.18%
323,654
+2,652
137
$10.3M 0.18%
113,016
-2,730
138
$10.2M 0.18%
249,100
+7,828
139
$10.1M 0.17%
21,516
+1,429
140
$10.1M 0.17%
349,380
+17,970
141
$9.92M 0.17%
309,588
-3,369
142
$9.88M 0.17%
85,475
-6,480
143
$9.34M 0.16%
25,691
+493
144
$9.3M 0.16%
68,818
-2,802
145
$9.21M 0.16%
96,143
-7,165
146
$9.06M 0.16%
128,053
-1,891
147
$8.74M 0.15%
50,775
-6,769
148
$8.68M 0.15%
43,195
+2,137
149
$8.61M 0.15%
30,050
-156
150
$8.55M 0.15%
47,043
-691
4 5
6
7 8