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
201
$47M 0.1%
468,608
-23,422
202
$45.9M 0.1%
311,877
-86,995
203
$45.7M 0.1%
206,313
+859
204
$45.7M 0.1%
224,044
-5,466
205
$45.1M 0.1%
544,725
+22,890
206
$45.1M 0.1%
1,257,674
+7,936
207
$45M 0.1%
370,918
-1,048
208
$44.6M 0.1%
322,313
+3,738
209
$44.3M 0.1%
235,034
+10,324
210
$43.9M 0.1%
430,470
-176,621
211
$42.8M 0.09%
410,970
+93,027
212
$42.7M 0.09%
271,986
-18,244
213
$41.8M 0.09%
801,793
-21,713
214
$41.7M 0.09%
887,297
-117,541
215
$40.6M 0.09%
431,691
-154,852
216
$40.6M 0.09%
488,138
-49,292
217
$40.2M 0.09%
350,378
-31,206
218
$40M 0.09%
302,751
-4,373
219
$40M 0.09%
647,952
-80,547
220
$39.9M 0.09%
1,110,401
+990,987
221
$39.6M 0.09%
189,957
+1,704
222
$39.4M 0.09%
2,932,470
-184,458
223
$39.4M 0.09%
1,095,125
+245,793
224
$39.3M 0.09%
265,667
-53,020
225
$39.2M 0.09%
237,472
-133
7 8
9
10 11