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
151
$7.12M 0.15%
47,721
+1,026
152
$7.08M 0.15%
148,305
-16,567
153
$7.08M 0.15%
359,085
+932
154
$7.04M 0.14%
94,434
-13,376
155
$6.95M 0.14%
18,608
+1,953
156
$6.91M 0.14%
39,325
-5,120
157
$6.88M 0.14%
238,151
-167,361
158
$6.85M 0.14%
112,196
-2,105
159
$6.84M 0.14%
40,735
+7,680
160
$6.84M 0.14%
63,413
-6,762
161
$6.82M 0.14%
268,300
+49,400
162
$6.8M 0.14%
295,206
+7,834
163
$6.8M 0.14%
25,953
+59
164
$6.55M 0.13%
149,063
-9,620
165
$6.51M 0.13%
132,182
-19,269
166
$6.5M 0.13%
21,600
+19,615
167
$6.49M 0.13%
201,812
-407
168
$6.4M 0.13%
65,470
+2,677
169
$6.33M 0.13%
305,763
+105,918
170
$6.33M 0.13%
158,210
+440
171
$6.27M 0.13%
24,938
+175
172
$6.26M 0.13%
58,254
+5,321
173
$6.26M 0.13%
39,560
+1,850
174
$6.19M 0.13%
172,244
-39,410
175
$6.17M 0.13%
178,136
+7,820
5 6
7
8 9