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
$5.6B
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
1
$183M 3.26%
2,816,146
+118,647
2
$152M 2.72%
3,276,530
+32,952
3
$134M 2.4%
475,294
+25,323
4
$122M 2.17%
3,213,250
+362,150
5
$116M 2.07%
2,151,959
+111,881
6
$115M 2.06%
978,034
+3,846
7
$112M 2%
1,450,957
+207,253
8
$96.2M 1.72%
635,874
-17,371
9
$91.5M 1.63%
1,593,645
+892,881
10
$87.9M 1.57%
2,047,846
+99,579
11
$81.9M 1.46%
1,725,464
-20,784
12
$67.2M 1.2%
1,243,850
-9,138
13
$62.6M 1.12%
241,327
+1,132
14
$60.6M 1.08%
1,106,172
+48,256
15
$60.6M 1.08%
433,316
-45,871
16
$55.7M 0.99%
689,014
-31,062
17
$54.7M 0.98%
442,985
-6,179
18
$52.8M 0.94%
892,488
-24,498
19
$50.4M 0.9%
975,559
+176,592
20
$49.2M 0.88%
401,490
-3,537
21
$48M 0.86%
287,945
+8,020
22
$44.8M 0.8%
1,111,018
-57,884
23
$44.6M 0.8%
562,325
+17,882
24
$44M 0.79%
494,240
+3,960
25
$43.7M 0.78%
176,570
-1,236
1
2 3 4 5