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
251
$4.06M 0.07%
38,587
+16,153
252
$4.03M 0.07%
340,925
+16,380
253
$4.02M 0.07%
22,285
+2,129
254
$4.02M 0.07%
83,566
+1,531
255
$3.98M 0.07%
98,633
-5,652
256
$3.97M 0.07%
133,287
+9,871
257
$3.95M 0.07%
45,188
-4,505
258
$3.87M 0.07%
29,150
+21,810
259
$3.81M 0.07%
83,953
+3,173
260
$3.8M 0.07%
62,518
+2,022
261
$3.78M 0.06%
47,519
+10
262
$3.77M 0.06%
23,719
-860
263
$3.77M 0.06%
91,404
+8,843
264
$3.76M 0.06%
62,762
-943
265
$3.72M 0.06%
+20,050
266
$3.7M 0.06%
48,869
-5,122
267
$3.67M 0.06%
46,814
-12,030
268
$3.61M 0.06%
181,392
-4,217
269
$3.59M 0.06%
73,910
-1,829
270
$3.56M 0.06%
53,646
-9,013
271
$3.52M 0.06%
50,638
+13,599
272
$3.52M 0.06%
18,623
+11,350
273
$3.48M 0.06%
94,271
-10,477
274
$3.46M 0.06%
78,194
+411
275
$3.44M 0.06%
1,753
-26
9 10
11
12 13