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
2401
– –
-6,225
2402
– –
-14,723
2403
– –
-2,070
2404
– –
-52
2405
– –
-13,884
2406
– –
-2,250
2407
– –
-4,428
2408
– –
-21,179
2409
– –
-17,079
2410
– –
-1,778
2411
– –
-24,000
2412
– –
-21,191
2413
– –
-1,780
2414
– –
-10,200
2415
– –
-5,204
2416
– –
-1,194
2417
– –
-13,023
2418
– –
-36,849
2419
– –
-607
2420
– –
-660
2421
– –
-11,824
2422
– –
-14,189
2423
– –
-9,355
2424
– –
-13,439
2425
– –
-20,172
95 96
97
98 99