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
$5.77B
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
1
$185M 3.2%
2,808,939
-7,207
2
$148M 2.57%
3,021,982
-254,548
3
$139M 2.41%
474,787
-507
4
$130M 2.26%
972,137
-5,897
5
$129M 2.24%
3,322,900
+109,650
6
$122M 2.12%
2,188,478
+36,519
7
$120M 2.09%
1,539,318
+88,361
8
$101M 1.75%
1,757,816
+164,171
9
$97.7M 1.69%
620,727
-15,147
10
$86M 1.49%
2,003,927
-43,919
11
$84.3M 1.46%
1,704,480
-20,984
12
$65.6M 1.14%
243,786
+2,459
13
$63.7M 1.1%
1,126,260
+20,088
14
$61.8M 1.07%
1,129,605
-114,245
15
$57.7M 1%
414,044
-19,272
16
$55.6M 0.96%
287,934
-11
17
$55M 0.95%
432,129
-10,856
18
$54.5M 0.94%
1,058,901
+83,342
19
$53M 0.92%
691,179
+2,165
20
$51.9M 0.9%
395,884
-5,606
21
$50.1M 0.87%
876,169
-16,319
22
$48.1M 0.83%
276,912
+2,625
23
$47.4M 0.82%
501,040
+6,800
24
$47.1M 0.82%
1,129,926
+156,391
25
$45.7M 0.79%
897,356
+15,020
1
2 3 4 5