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
176
$7.49M 0.15%
59,226
-5,388
177
$7.45M 0.15%
111,290
+14,491
178
$7.37M 0.15%
130,838
-7,162
179
$7.34M 0.15%
110,437
+22,244
180
$7.26M 0.14%
869,011
+50,144
181
$7.25M 0.14%
235,914
+12,242
182
$7.25M 0.14%
12,082
183
$7.23M 0.14%
82,467
+3,656
184
$7.21M 0.14%
143,257
+902
185
$7.16M 0.14%
185,257
+7,636
186
$7.02M 0.14%
55,143
-8,507
187
$7.02M 0.14%
203,024
+3,284
188
$6.98M 0.14%
128,593
+1,554
189
$6.97M 0.14%
150,206
-2,259
190
$6.95M 0.14%
155,960
+17,661
191
$6.92M 0.14%
197,876
-6,350
192
$6.84M 0.14%
101,392
+27,604
193
$6.84M 0.14%
109,144
+16,769
194
$6.78M 0.13%
47,723
+1,617
195
$6.76M 0.13%
301,774
+37,814
196
$6.74M 0.13%
105,269
+690
197
$6.74M 0.13%
309,354
-123,943
198
$6.64M 0.13%
267,414
+17,554
199
$6.63M 0.13%
86,295
-14,390
200
$6.57M 0.13%
586,786
+21,071
6 7
8
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