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
376
$1.71M 0.03%
20,074
-1,716
377
$1.71M 0.03%
10,792
-998
378
$1.69M 0.03%
37,608
+1,452
379
$1.69M 0.03%
17,643
-13,739
380
$1.69M 0.03%
332,608
+19,052
381
$1.68M 0.03%
25,430
-1,587
382
$1.66M 0.03%
27,372
+770
383
$1.64M 0.03%
10,491
-1,353
384
$1.64M 0.03%
58,308
-10,418
385
$1.63M 0.03%
9,594
+83
386
$1.61M 0.03%
76,018
-21,668
387
$1.61M 0.03%
6,512
+235
388
$1.59M 0.03%
26,081
-122
389
$1.57M 0.03%
4,881
-223
390
$1.56M 0.03%
18,955
-760
391
$1.55M 0.03%
9,542
-439
392
$1.54M 0.03%
18,666
-1,165
393
$1.54M 0.03%
18,152
-12,659
394
$1.51M 0.03%
3,656
-704
395
$1.51M 0.03%
76,531
-22,470
396
$1.5M 0.03%
219,415
-71,019
397
$1.47M 0.03%
12,354
+169
398
$1.46M 0.03%
3,886
+71
399
$1.38M 0.02%
8,368
-456
400
$1.37M 0.02%
12,042
+1,417
14 15
16
17 18