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
151
$8.52M 0.15%
166,009
-8,063
152
$8.52M 0.15%
154,033
+2,137
153
$8.49M 0.15%
182,349
+36,430
154
$8.49M 0.15%
136,968
-17,208
155
$8.48M 0.15%
148,578
+67,474
156
$8.45M 0.15%
179,040
-820
157
$8.4M 0.15%
110,754
+1,145
158
$8.37M 0.15%
69,076
+928
159
$8.32M 0.14%
129,117
-194
160
$8.31M 0.14%
122,990
-3,164
161
$8.26M 0.14%
363,699
-2,529
162
$8.24M 0.14%
102,832
-9,113
163
$8.2M 0.14%
93,867
+6,002
164
$8.14M 0.14%
49,119
+592
165
$7.91M 0.14%
183,495
+1,448
166
$7.9M 0.14%
106,582
+3,316
167
$7.71M 0.13%
302,168
+2,568
168
$7.68M 0.13%
297,837
-3,165
169
$7.58M 0.13%
287,791
+62,428
170
$7.55M 0.13%
140,081
-21,975
171
$7.48M 0.13%
54,685
-7
172
$7.38M 0.13%
61,209
+3,359
173
$7.22M 0.13%
24,494
+2,350
174
$7.2M 0.12%
153,541
-4,898
175
$7.19M 0.12%
64,971
-820
5 6
7
8 9