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
$5.6B
AUM Growth
+$721M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$16M
3
+$13.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.13M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.7M

Top Sells

1
+$7.63M
2
+$6.43M
3
+$6.41M
4
BA icon
Boeing
BA
+$4.93M
5
TSN icon
Tyson Foods
TSN
+$4.11M

Sector Composition

1 Technology 11.45%
2 Financials 10.72%
3 Healthcare 9.73%
4 Consumer Discretionary 7.18%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.61M 0.1%
88,294
-43,888
202
$5.6M 0.1%
112,437
-11,408
203
$5.57M 0.1%
31,553
-1,623
204
$5.56M 0.1%
45,324
-991
205
$5.55M 0.1%
68,464
-2,869
206
$5.54M 0.1%
83,085
+917
207
$5.54M 0.1%
8,105
-1,241
208
$5.53M 0.1%
133,216
-39,028
209
$5.51M 0.1%
110,246
-7,885
210
$5.46M 0.1%
75,831
-3,117
211
$5.43M 0.1%
22,958
+1,358
212
$5.42M 0.1%
20,106
+4,609
213
$5.35M 0.1%
39,002
+423
214
$5.34M 0.1%
103,219
-69
215
$5.24M 0.09%
+82,491
216
$5.11M 0.09%
97,861
-1,563
217
$5.09M 0.09%
185,070
+10,482
218
$5.04M 0.09%
31,791
+875
219
$5.02M 0.09%
105,572
-1,534
220
$5.01M 0.09%
26,257
+434
221
$4.94M 0.09%
65,582
-1,906
222
$4.88M 0.09%
55,245
+14,348
223
$4.87M 0.09%
69,705
+4,122
224
$4.83M 0.09%
223,267
-72,667
225
$4.8M 0.09%
112,719
+82,139
7 8
9
10 11