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
326
$2.33M 0.04%
39,672
+133
327
$2.32M 0.04%
18,878
-1,451
328
$2.31M 0.04%
55,789
+6,922
329
$2.31M 0.04%
17,843
-541
330
$2.3M 0.04%
21,586
+12,170
331
$2.27M 0.04%
16,605
-4,425
332
$2.26M 0.04%
28,567
-588
333
$2.25M 0.04%
10,829
-6,681
334
$2.18M 0.04%
101,716
335
$2.18M 0.04%
166,946
336
$2.17M 0.04%
35,643
-707
337
$2.16M 0.04%
19,518
+245
338
$2.14M 0.04%
14,415
+1,641
339
$2.14M 0.04%
14,805
-580
340
$2.14M 0.04%
13,660
-208
341
$2.12M 0.04%
112,502
+1,207
342
$2.12M 0.04%
45,205
-719
343
$2.11M 0.04%
50,211
+1,949
344
$2.09M 0.04%
12,680
-83
345
$2.07M 0.04%
49,591
+500
346
$2.06M 0.04%
30,848
+4,096
347
$2.06M 0.04%
21,439
+932
348
$2.05M 0.04%
143,591
+18,159
349
$2.04M 0.04%
42,375
-2,617
350
$2.03M 0.03%
18,716
+67
12 13
14
15 16