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
2051
$275K ﹤0.01%
19,680
+565
2052
$275K ﹤0.01%
6,547
-1,039
2053
$275K ﹤0.01%
1,078
-693
2054
$275K ﹤0.01%
21,634
2055
$274K ﹤0.01%
7,782
-93
2056
$274K ﹤0.01%
5,353
-3,166
2057
$274K ﹤0.01%
4,485
-39
2058
$274K ﹤0.01%
85,605
-704
2059
$273K ﹤0.01%
12,696
-73
2060
$273K ﹤0.01%
+11,413
2061
$273K ﹤0.01%
4,719
2062
$273K ﹤0.01%
3,949
+74
2063
$272K ﹤0.01%
4,400
+194
2064
$271K ﹤0.01%
23,125
-1,500
2065
$270K ﹤0.01%
1,396
-2,122
2066
$270K ﹤0.01%
2,615
+487
2067
$270K ﹤0.01%
+6,447
2068
$270K ﹤0.01%
15,210
-141
2069
$269K ﹤0.01%
8,244
-2,272
2070
$268K ﹤0.01%
+15,464
2071
$268K ﹤0.01%
11,888
2072
$268K ﹤0.01%
+10,570
2073
$268K ﹤0.01%
3,232
-998
2074
$268K ﹤0.01%
19,060
-2,506
2075
$268K ﹤0.01%
7,611
-6,721
81 82
83
84 85