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
451
$989K 0.02%
28,512
+511
452
$985K 0.02%
6,486
-387
453
$978K 0.02%
3,940
+1,415
454
$977K 0.02%
26,732
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455
$972K 0.02%
7,082
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456
$970K 0.02%
9,372
+76
457
$964K 0.02%
3,931
-974
458
$958K 0.02%
6,078
+65
459
$958K 0.02%
4,210
+79
460
$958K 0.02%
15,506
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461
$953K 0.02%
10,020
-1,035
462
$950K 0.02%
4,498
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463
$944K 0.02%
18,549
+1,397
464
$943K 0.02%
40,983
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465
$931K 0.02%
11,629
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$924K 0.02%
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$921K 0.02%
9,249
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468
$921K 0.02%
19,991
-64
469
$919K 0.02%
10,041
+1,606
470
$896K 0.02%
193,758
+24,505
471
$894K 0.02%
33,311
-28
472
$890K 0.02%
3,009
-365
473
$887K 0.02%
6,604
-476
474
$887K 0.02%
21,585
-495
475
$884K 0.02%
17,715
+13,829
17 18
19
20 21