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
151
$8.87M 0.18%
66,809
-1,085
152
$8.85M 0.18%
307,846
-18,115
153
$8.82M 0.17%
101,121
+523
154
$8.82M 0.17%
98,233
-4,271
155
$8.53M 0.17%
299,809
+8,797
156
$8.53M 0.17%
103,257
+9,903
157
$8.44M 0.17%
76,656
-650
158
$8.41M 0.17%
241,881
+1,775
159
$8.34M 0.17%
154,710
-335
160
$8.26M 0.16%
409,445
+7,792
161
$8.24M 0.16%
283,010
-6,126
162
$8.12M 0.16%
109,529
+8,595
163
$8.11M 0.16%
180,131
+4,622
164
$8.1M 0.16%
168,978
+3,514
165
$8.09M 0.16%
150,869
-4,715
166
$8.08M 0.16%
221,891
-1,963
167
$8.08M 0.16%
159,117
+11,767
168
$8.06M 0.16%
73,846
-708
169
$7.95M 0.16%
86,182
+1,931
170
$7.85M 0.16%
56,546
+3,060
171
$7.75M 0.15%
424,217
-218,839
172
$7.74M 0.15%
173,214
+2,235
173
$7.72M 0.15%
27,818
-286
174
$7.68M 0.15%
160,376
-16,553
175
$7.55M 0.15%
126,174
+55,509
5 6
7
8 9