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
176
$7.08M 0.12%
39,261
+606
177
$7.06M 0.12%
108,006
+6,311
178
$6.94M 0.12%
138,685
-2,994
179
$6.87M 0.12%
33,610
-2,219
180
$6.81M 0.12%
97,633
+909
181
$6.72M 0.12%
36,089
-206
182
$6.67M 0.12%
50,614
-3,547
183
$6.67M 0.12%
134,179
+21,460
184
$6.66M 0.12%
194,814
-4,187
185
$6.5M 0.11%
183,839
-7
186
$6.47M 0.11%
142,281
-1,932
187
$6.45M 0.11%
114,998
+17,137
188
$6.43M 0.11%
164,100
+95
189
$6.43M 0.11%
115,192
+1,926
190
$6.39M 0.11%
44,017
-1,760
191
$6.38M 0.11%
78,986
+2,561
192
$6.25M 0.11%
19,962
+120
193
$6.23M 0.11%
17,569
+51
194
$6.16M 0.11%
44,837
-487
195
$6.06M 0.11%
113,050
-4,657
196
$6.05M 0.1%
36,589
-1,405
197
$6.03M 0.1%
26,630
+373
198
$6.01M 0.1%
151,167
-3,601
199
$5.95M 0.1%
60,995
+5,750
200
$5.94M 0.1%
74,185
-1,646
6 7
8
9 10