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
301
$2.9M 0.05%
37,515
-1,468
302
$2.89M 0.05%
37,464
-1,357
303
$2.88M 0.05%
150,479
-17,795
304
$2.87M 0.05%
78,715
-4,480
305
$2.85M 0.05%
30,915
+1,541
306
$2.83M 0.05%
77,511
-4,708
307
$2.83M 0.05%
72,513
-5,156
308
$2.81M 0.05%
9
309
$2.8M 0.05%
46,397
-7,298
310
$2.78M 0.05%
16,014
-472
311
$2.75M 0.05%
30,556
-683
312
$2.72M 0.05%
36,604
-1,319
313
$2.72M 0.05%
26,466
-2,265
314
$2.71M 0.05%
24,649
-1,723
315
$2.69M 0.05%
13,909
-164
316
$2.65M 0.05%
29,561
+700
317
$2.61M 0.04%
34,725
-6,265
318
$2.6M 0.04%
13,424
+635
319
$2.51M 0.04%
57,383
-1,221
320
$2.46M 0.04%
17,694
+962
321
$2.41M 0.04%
8,370
+62
322
$2.41M 0.04%
43,946
-6,503
323
$2.4M 0.04%
12,134
-7,823
324
$2.38M 0.04%
58,490
+5,522
325
$2.38M 0.04%
30,836
+276
11 12
13
14 15