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
26
$44.2M 0.76%
509,620
+8,580
27
$43.9M 0.75%
621,042
-8,214
28
$43.8M 0.75%
352,232
-10,801
29
$43.1M 0.74%
285,055
+1,330
30
$42.1M 0.72%
181,625
+9,682
31
$39.4M 0.68%
764,944
-4,012
32
$39.4M 0.68%
831,045
+2,114
33
$38.1M 0.65%
177,509
-4,072
34
$38M 0.65%
373,075
+3,239
35
$37.5M 0.64%
418,488
+10,692
36
$37.3M 0.64%
222,307
-343
37
$36.4M 0.62%
167,399
-2,104
38
$35.9M 0.62%
473,971
-29,649
39
$35M 0.6%
574,420
-1,340
40
$33.3M 0.57%
976,495
-46,370
41
$32.9M 0.56%
411,216
+28,148
42
$32.6M 0.56%
389,673
+2,535
43
$31.9M 0.55%
309,691
+84,376
44
$31.6M 0.54%
1,106,287
-53,852
45
$31.2M 0.53%
260,053
-561
46
$31.1M 0.53%
509,440
+1,860
47
$31M 0.53%
687,095
-8,645
48
$30.2M 0.52%
372,911
+1,018
49
$28.6M 0.49%
169,252
-372
50
$27.5M 0.47%
311,249
-10,046
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