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
476
$881K 0.02%
30,896
+1,148
477
$872K 0.02%
21,667
-29,948
478
$870K 0.01%
25,619
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479
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-116
480
$860K 0.01%
12,904
+1,638
481
$858K 0.01%
5,174
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482
$855K 0.01%
39,665
-14,261
483
$854K 0.01%
72,108
+174
484
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18,237
-3,429
485
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6,185
-603
486
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22,012
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487
$830K 0.01%
8,602
-212
488
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23,218
-1,408
489
$818K 0.01%
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490
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8,158
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492
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17,515
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493
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18,750
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494
$776K 0.01%
11,514
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495
$765K 0.01%
+18,333
496
$762K 0.01%
6,884
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497
$751K 0.01%
40,918
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498
$746K 0.01%
8,106
+1,580
499
$742K 0.01%
8,031
+19
500
$732K 0.01%
14,257
-931
18 19
20
21 22