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
426
$1.13M 0.02%
40,510
-4,009
427
$1.13M 0.02%
43,826
-45,484
428
$1.12M 0.02%
92,106
+3,864
429
$1.12M 0.02%
8,369
-512
430
$1.11M 0.02%
13,212
+2,327
431
$1.11M 0.02%
12,386
-2,302
432
$1.11M 0.02%
39,733
-881
433
$1.11M 0.02%
16,572
-1,184
434
$1.1M 0.02%
174,066
-5,002
435
$1.09M 0.02%
69,052
+24,994
436
$1.09M 0.02%
19,700
-52
437
$1.07M 0.02%
12,129
-1,547
438
$1.06M 0.02%
16,252
-1,877
439
$1.05M 0.02%
21,448
-324
440
$1.05M 0.02%
25,281
-1,519
441
$1.05M 0.02%
17,290
+5,804
442
$1.03M 0.02%
13,034
-5,520
443
$1.03M 0.02%
19,293
-70
444
$1.02M 0.02%
6,278
+344
445
$1.02M 0.02%
5,667
-6
446
$1.02M 0.02%
24,774
-2,751
447
$1.01M 0.02%
8,912
+3,538
448
$997K 0.02%
18,981
-209
449
$991K 0.02%
28,387
-266
450
$990K 0.02%
34,583
-3,174
16 17
18
19 20