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
$4.88B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$14.4M
3
+$10.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.54M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.22M

Top Sells

1
+$5.14M
2
+$4.83M
3
+$4.19M
4
USB icon
US Bancorp
USB
+$3.97M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.88M

Sector Composition

1 Technology 11.18%
2 Financials 11.07%
3 Healthcare 11.06%
4 Consumer Discretionary 7.14%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.03M 0.1%
122,420
+541
202
$5.02M 0.1%
89,768
-1,757
203
$4.98M 0.1%
131,161
-24,067
204
$4.95M 0.1%
166,449
+5,995
205
$4.92M 0.1%
115,979
-8,693
206
$4.89M 0.1%
33,176
+205
207
$4.83M 0.1%
46,303
-1,292
208
$4.78M 0.1%
71,333
-3,350
209
$4.74M 0.1%
77,948
-4,748
210
$4.7M 0.1%
67,488
-5,268
211
$4.68M 0.1%
107,106
-15,393
212
$4.66M 0.1%
69,922
-5,992
213
$4.65M 0.1%
174,588
+952
214
$4.64M 0.1%
70,423
-53,640
215
$4.64M 0.1%
78,948
+2,148
216
$4.62M 0.09%
38,579
-1,636
217
$4.6M 0.09%
40,416
+5
218
$4.59M 0.09%
99,424
+808
219
$4.57M 0.09%
28,842
-3,017
220
$4.5M 0.09%
80,744
-24,846
221
$4.49M 0.09%
123,845
-18,122
222
$4.42M 0.09%
156,412
+5,511
223
$4.41M 0.09%
71,572
+827
224
$4.39M 0.09%
75,392
-6,385
225
$4.36M 0.09%
153,730
-18,338
7 8
9
10 11