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
176
$6.17M 0.13%
118,236
-17,750
177
$6.13M 0.13%
169,822
-56,166
178
$6.13M 0.13%
165,971
-5,456
179
$6.12M 0.13%
66,538
+2,237
180
$6.1M 0.13%
30,476
+1,494
181
$6.01M 0.12%
158,478
-660
182
$5.99M 0.12%
9,346
-1,241
183
$5.92M 0.12%
253,985
-79,300
184
$5.9M 0.12%
118,192
+10,795
185
$5.83M 0.12%
118,350
+19,302
186
$5.78M 0.12%
53,218
+2,436
187
$5.74M 0.12%
145,301
-22,897
188
$5.74M 0.12%
90,150
+41,286
189
$5.69M 0.12%
295,934
-117,948
190
$5.63M 0.12%
105,355
-61,154
191
$5.46M 0.11%
36,295
-1,207
192
$5.42M 0.11%
46,315
+6,283
193
$5.38M 0.11%
118,131
-10,830
194
$5.29M 0.11%
64,811
+2,718
195
$5.27M 0.11%
99,157
+3,879
196
$5.22M 0.11%
39,793
+1,493
197
$5.12M 0.11%
82,168
-3,038
198
$5.1M 0.1%
44,740
-340
199
$5.09M 0.1%
16,823
+153
200
$5.04M 0.1%
50,589
+425
6 7
8
9 10