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
176
$6.91M 0.12%
64,200
+787
177
$6.87M 0.12%
96,724
+16,254
178
$6.74M 0.12%
154,768
-15,054
179
$6.72M 0.12%
164,005
-1,966
180
$6.57M 0.12%
89,983
-88,085
181
$6.57M 0.12%
65,791
-747
182
$6.52M 0.12%
48,145
-9,661
183
$6.52M 0.12%
36,295
184
$6.47M 0.12%
117,707
+1,728
185
$6.4M 0.11%
144,213
-1,088
186
$6.33M 0.11%
38,655
+20,343
187
$6.32M 0.11%
54,692
+4,103
188
$6.3M 0.11%
113,266
-4,970
189
$6.3M 0.11%
22,144
-2,794
190
$6.26M 0.11%
101,695
+2,538
191
$6.08M 0.11%
76,425
+4,853
192
$6.07M 0.11%
37,994
-1,799
193
$6.06M 0.11%
88,019
-1,749
194
$6.05M 0.11%
17,518
+695
195
$5.97M 0.11%
183,846
+17,397
196
$5.96M 0.11%
123,223
+803
197
$5.94M 0.11%
225,363
+187,241
198
$5.86M 0.1%
45,777
-526
199
$5.74M 0.1%
44,619
-121
200
$5.71M 0.1%
69,436
-486
6 7
8
9 10