Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$8.63M
2
+$5.78M
3
+$5.45M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.21M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.58M

Top Sells

1
+$36.5M
2
+$4.44M
3
+$4.05M
4
BR icon
Broadridge
BR
+$3.28M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.2M

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 0.02%
25,619
-310
479
$862K 0.01%
30,802
-116
480
$860K 0.01%
12,904
+1,638
481
$858K 0.01%
5,174
+819
482
$855K 0.01%
39,665
-14,261
483
$854K 0.01%
72,108
+174
484
$852K 0.01%
18,237
-3,429
485
$839K 0.01%
6,185
-603
486
$832K 0.01%
22,012
-2,353
487
$830K 0.01%
8,602
-212
488
$824K 0.01%
23,218
-1,408
489
$818K 0.01%
19,551
-268
490
$810K 0.01%
8,158
-1,411
491
$807K 0.01%
23,754
-10,866
492
$791K 0.01%
17,515
-197
493
$787K 0.01%
18,750
+35
494
$776K 0.01%
11,514
-1,024
495
$765K 0.01%
+18,333
496
$762K 0.01%
6,884
-417
497
$751K 0.01%
40,918
-7,295
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