Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$8.63M
2
+$5.78M
3
+$5.45M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.21M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.58M

Top Sells

1
+$36.5M
2
+$4.44M
3
+$4.05M
4
BR icon
Broadridge
BR
+$3.28M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.2M

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
351
$2.03M 0.04%
47,309
-1,722
352
$2.02M 0.04%
13,339
-1,003
353
$2.02M 0.04%
42,472
-72
354
$2.01M 0.03%
25,141
-427
355
$2.01M 0.03%
29,098
-2,201
356
$1.98M 0.03%
21,504
-1,019
357
$1.96M 0.03%
22,157
+2,036
358
$1.95M 0.03%
12,125
-422
359
$1.95M 0.03%
22,870
-13
360
$1.95M 0.03%
44,882
-5,854
361
$1.94M 0.03%
12,561
+195
362
$1.92M 0.03%
71,620
+8,680
363
$1.92M 0.03%
111,414
+5,398
364
$1.91M 0.03%
86,897
+844
365
$1.91M 0.03%
12,337
-553
366
$1.88M 0.03%
60,576
+2,633
367
$1.88M 0.03%
14,322
-554
368
$1.83M 0.03%
23,144
+269
369
$1.78M 0.03%
12,203
-612
370
$1.75M 0.03%
10,681
+868
371
$1.74M 0.03%
74,938
-9,602
372
$1.73M 0.03%
17,015
-123
373
$1.73M 0.03%
87,798
+5,782
374
$1.71M 0.03%
648,909
+81,033
375
$1.71M 0.03%
34,841
-1,305
13 14
15
16 17