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
$5.77B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.42M
3
+$6.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.88M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.52M

Top Sells

1
+$12.5M
2
+$6.25M
3
+$4.56M
4
LOW icon
Lowe's Companies
LOW
+$4.34M
5
PFE icon
Pfizer
PFE
+$3.62M

Sector Composition

1 Technology 11.55%
2 Financials 10.77%
3 Healthcare 9.23%
4 Consumer Discretionary 7.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.89M 0.1%
83,226
+735
202
$5.86M 0.1%
110,842
+53,967
203
$5.84M 0.1%
106,636
-3,610
204
$5.77M 0.1%
44,212
-407
205
$5.71M 0.1%
69,743
+1,279
206
$5.69M 0.1%
118,529
-4,694
207
$5.66M 0.1%
37,837
-1,165
208
$5.62M 0.1%
83,944
-4,075
209
$5.61M 0.1%
87,799
+4,661
210
$5.61M 0.1%
69,434
+23,227
211
$5.59M 0.1%
8,105
212
$5.57M 0.1%
106,398
-6,039
213
$5.55M 0.1%
128,094
-5,122
214
$5.5M 0.1%
66,101
+33,713
215
$5.45M 0.09%
67,188
-2,248
216
$5.3M 0.09%
22,680
-278
217
$5.2M 0.09%
104,285
-1,287
218
$5.19M 0.09%
31,630
+9,717
219
$5.16M 0.09%
17,558
+9,911
220
$5.09M 0.09%
180,868
-4,202
221
$5.06M 0.09%
96,402
-6,817
222
$5M 0.09%
82,041
-1,044
223
$4.99M 0.09%
64,318
-1,264
224
$4.95M 0.09%
96,684
+7,260
225
$4.93M 0.09%
24,054
+125
7 8
9
10 11