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
$5.78B
AUM Growth
+$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$6.13M
3
+$5.81M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.15M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.64M

Top Sells

1
+$36.6M
2
+$4.45M
3
+$3.98M
4
WY icon
Weyerhaeuser
WY
+$3.38M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.18M

Sector Composition

1 Technology 11.77%
2 Financials 11.02%
3 Healthcare 8.16%
4 Consumer Discretionary 7.11%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.02M 0.09%
1,154,480
+240,520
227
$4.99M 0.09%
77,367
+8,820
228
$4.94M 0.08%
118,156
+45,307
229
$4.93M 0.08%
33,873
+2,243
230
$4.93M 0.08%
17,982
+602
231
$4.87M 0.08%
25,300
-13,961
232
$4.76M 0.08%
83,637
+1,596
233
$4.7M 0.08%
164,699
+139,618
234
$4.66M 0.08%
59,598
-4,720
235
$4.64M 0.08%
147,446
-5,001
236
$4.59M 0.08%
165,843
-121,948
237
$4.56M 0.08%
61,927
-5,824
238
$4.53M 0.08%
38,187
+2,008
239
$4.51M 0.08%
102,876
+4,571
240
$4.47M 0.08%
36,299
-226
241
$4.42M 0.08%
47,073
+4,658
242
$4.33M 0.07%
97,167
-9,231
243
$4.29M 0.07%
72,874
+2,383
244
$4.29M 0.07%
118,842
-215
245
$4.28M 0.07%
77,629
-18,773
246
$4.27M 0.07%
47,155
-490
247
$4.27M 0.07%
58,494
-328
248
$4.25M 0.07%
56,051
+1,825
249
$4.16M 0.07%
136,705
+17,528
250
$4.16M 0.07%
69,247
+3,369
8 9
10
11 12