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
$45.6B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,607
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$49.8M
3
+$44.4M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$37.1M
5
EOG icon
EOG Resources
EOG
+$35.6M

Top Sells

1
+$70.3M
2
+$66.7M
3
+$66.5M
4
UPS icon
United Parcel Service
UPS
+$66.3M
5
MXIM
Maxim Integrated Products
MXIM
+$55M

Sector Composition

1 Technology 12.66%
2 Healthcare 9.99%
3 Financials 7.88%
4 Consumer Discretionary 7.69%
5 Consumer Staples 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$308K ﹤0.01%
2,482
-27
1977
$307K ﹤0.01%
16,327
-3,291
1978
$307K ﹤0.01%
11,668
+2,460
1979
$306K ﹤0.01%
+29,075
1980
$303K ﹤0.01%
+2,810
1981
$303K ﹤0.01%
60,752
-3,499
1982
$303K ﹤0.01%
10,224
-29
1983
$303K ﹤0.01%
+16,775
1984
$303K ﹤0.01%
7,121
-1,907
1985
$302K ﹤0.01%
21,119
+821
1986
$302K ﹤0.01%
26,801
+2,964
1987
$302K ﹤0.01%
5,596
-364
1988
$302K ﹤0.01%
3,975
+55
1989
$302K ﹤0.01%
65,110
+945
1990
$301K ﹤0.01%
22,329
+427
1991
$301K ﹤0.01%
+18,369
1992
$301K ﹤0.01%
13,513
-2,285
1993
$300K ﹤0.01%
11,346
+421
1994
$300K ﹤0.01%
22,799
-215
1995
$300K ﹤0.01%
15,487
-4,011
1996
$299K ﹤0.01%
10,750
+11
1997
$299K ﹤0.01%
3,724
-3
1998
$298K ﹤0.01%
3,167
+130
1999
$296K ﹤0.01%
+29,261
2000
$296K ﹤0.01%
31,720
+28
78 79
80
81 82