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
401
$1.37M 0.02%
49,869
-1,650
402
$1.37M 0.02%
24,586
-9,714
403
$1.35M 0.02%
88,454
-15,104
404
$1.35M 0.02%
5,520
+135
405
$1.34M 0.02%
38,053
+1,169
406
$1.32M 0.02%
19,973
-2,334
407
$1.28M 0.02%
4,950
-6,602
408
$1.28M 0.02%
10,283
+1,719
409
$1.28M 0.02%
35,100
410
$1.27M 0.02%
13,883
-347
411
$1.26M 0.02%
26,338
-1,950
412
$1.25M 0.02%
22,119
-7,284
413
$1.25M 0.02%
6,803
-1,063
414
$1.2M 0.02%
163,661
+18,023
415
$1.2M 0.02%
12,423
-422
416
$1.2M 0.02%
16,145
-1,724
417
$1.18M 0.02%
27,429
-3,171
418
$1.17M 0.02%
9,376
-113
419
$1.16M 0.02%
7,697
-1,514
420
$1.16M 0.02%
21,592
-897
421
$1.16M 0.02%
29,000
-1,122
422
$1.15M 0.02%
63,425
-1,525
423
$1.14M 0.02%
21,303
+310
424
$1.14M 0.02%
14,310
-40
425
$1.14M 0.02%
67,165
+72
15 16
17
18 19