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
276
$3.41M 0.06%
27,010
-2,782
277
$3.39M 0.06%
41,789
+363
278
$3.38M 0.06%
30,247
+110
279
$3.36M 0.06%
21,119
+18,869
280
$3.35M 0.06%
643,484
+15,798
281
$3.3M 0.06%
80,054
+3,542
282
$3.27M 0.06%
24,703
-574
283
$3.27M 0.06%
85,366
-135
284
$3.25M 0.06%
131,890
-4,181
285
$3.23M 0.06%
46,997
-2,470
286
$3.23M 0.06%
46,965
-423
287
$3.19M 0.05%
6,771
288
$3.18M 0.05%
70,230
-1,586
289
$3.16M 0.05%
54,237
+16,292
290
$3.16M 0.05%
70,896
-11,595
291
$3.15M 0.05%
33,599
-9,212
292
$3.05M 0.05%
14,638
+4,074
293
$3.02M 0.05%
16,482
+729
294
$3.02M 0.05%
59,959
-2,156
295
$3.01M 0.05%
42,158
+101
296
$2.97M 0.05%
98,941
+4,168
297
$2.97M 0.05%
2,736
+2,287
298
$2.93M 0.05%
23,294
+776
299
$2.91M 0.05%
43,535
+480
300
$2.91M 0.05%
17,203
-275
10 11
12
13 14