Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.04B
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.99M
3
+$7.06M
4
MMM icon
3M
MMM
+$6.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.86M

Top Sells

1
+$11.9M
2
+$8.26M
3
+$7.3M
4
STE icon
Steris
STE
+$5.5M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.44M

Sector Composition

1 Financials 12.08%
2 Healthcare 11.42%
3 Technology 10.71%
4 Industrials 8.43%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$164M 3.25%
3,610,818
-45,251
2
$140M 2.77%
2,145,501
+137,828
3
$90M 1.78%
372,243
+42,578
4
$83.7M 1.66%
703,354
-45,709
5
$76.8M 1.52%
1,114,055
-42,305
6
$76.6M 1.52%
579,017
-27,475
7
$75M 1.49%
2,082,220
-105,736
8
$73.6M 1.46%
1,532,952
+17,516
9
$68.8M 1.36%
851,775
-4,497
10
$67.3M 1.34%
1,627,026
+84,597
11
$63.5M 1.26%
906,344
+67,715
12
$53.6M 1.06%
463,933
-21,816
13
$51.2M 1.02%
1,471,185
+155,470
14
$48.8M 0.97%
1,093,304
-93,817
15
$46.6M 0.92%
304,358
-31,849
16
$46.4M 0.92%
398,296
-18,761
17
$43.7M 0.87%
1,397,594
-83,343
18
$42.2M 0.84%
581,546
+4,873
19
$41.5M 0.82%
223,626
-6,948
20
$41M 0.81%
913,715
+78,932
21
$37.3M 0.74%
609,539
-7,229
22
$36.2M 0.72%
655,840
-19,021
23
$35.1M 0.7%
284,169
-8,629
24
$34.9M 0.69%
378,847
+28,598
25
$34.6M 0.69%
229,090
+3,900
1
2 3 4 5