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
501
$717K 0.01%
8,343
-1,072
502
$715K 0.01%
32,140
-3,229
503
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13,627
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504
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8,788
505
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35,219
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506
$704K 0.01%
15,000
507
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4,179
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508
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11,321
-2,545
509
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34,446
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510
$698K 0.01%
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511
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12,297
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512
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44,767
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513
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12,270
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514
$684K 0.01%
26,805
515
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15,131
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516
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519
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520
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40,653
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521
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5,721
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522
$653K 0.01%
5,537
-1,105
523
$652K 0.01%
13,349
+2,400
524
$650K 0.01%
19,363
525
$646K 0.01%
24,338
+9,080
19 20
21
22 23