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
$5.04B
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.99M
3
+$7.06M
4
MMM icon
3M
MMM
+$6.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.86M

Top Sells

1
+$11.9M
2
+$8.26M
3
+$7.3M
4
STE icon
Steris
STE
+$5.5M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.44M

Sector Composition

1 Financials 12.08%
2 Healthcare 11.42%
3 Technology 10.71%
4 Industrials 8.43%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.53M 0.13%
151,064
-4,156
202
$6.42M 0.13%
113,347
-25,426
203
$6.37M 0.13%
51,093
+889
204
$6.3M 0.12%
30,742
-3,803
205
$6.23M 0.12%
391,941
+224,113
206
$6.19M 0.12%
50,825
-2,071
207
$6.18M 0.12%
360,154
+9,300
208
$6.16M 0.12%
69,411
+4,191
209
$6.07M 0.12%
240,789
+9,019
210
$6.03M 0.12%
173,079
+3,821
211
$5.84M 0.12%
117,237
+12,227
212
$5.82M 0.12%
117,444
+3,992
213
$5.81M 0.12%
137,017
-1,589
214
$5.76M 0.11%
108,390
-2,184
215
$5.76M 0.11%
116,891
-9,853
216
$5.75M 0.11%
148,645
+1,692
217
$5.71M 0.11%
52,837
+9,002
218
$5.71M 0.11%
3,053
-145
219
$5.64M 0.11%
158,066
+25,353
220
$5.57M 0.11%
130,358
+47,137
221
$5.55M 0.11%
38,083
222
$5.51M 0.11%
46,346
+1,111
223
$5.51M 0.11%
32,623
-565
224
$5.48M 0.11%
67,927
-845
225
$5.48M 0.11%
44,585
-85
7 8
9
10 11