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
$5.6B
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
151
$8.19M 0.15%
366,228
+7,143
152
$8.15M 0.15%
19,842
+1,234
153
$8.09M 0.14%
162,056
+3,846
154
$8.08M 0.14%
47,734
-348
155
$8.07M 0.14%
41,058
+323
156
$8.03M 0.14%
111,945
-251
157
$7.85M 0.14%
151,896
+2,833
158
$7.84M 0.14%
129,016
+81,937
159
$7.84M 0.14%
299,600
+4,394
160
$7.81M 0.14%
68,148
+2,678
161
$7.76M 0.14%
48,527
+806
162
$7.64M 0.14%
87,865
-6,569
163
$7.59M 0.14%
129,311
-17,180
164
$7.56M 0.14%
25,198
-755
165
$7.53M 0.13%
182,047
+3,911
166
$7.53M 0.13%
158,439
-39
167
$7.51M 0.13%
301,002
-4,761
168
$7.5M 0.13%
30,206
-270
169
$7.4M 0.13%
145,919
+27,569
170
$7.4M 0.13%
141,679
-6,626
171
$7.31M 0.13%
54,161
+943
172
$7.14M 0.13%
103,266
+13,116
173
$7.12M 0.13%
199,001
-2,811
174
$7.06M 0.13%
35,829
-3,731
175
$6.94M 0.12%
57,850
-404
5 6
7
8 9