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
626
$368K 0.01%
8,090
-450
627
$365K 0.01%
7,944
+513
628
$365K 0.01%
18,857
+2,991
629
$364K 0.01%
1,423
+64
630
$364K 0.01%
4,815
+20
631
$358K 0.01%
10,516
-390
632
$358K 0.01%
7,310
633
$356K 0.01%
5,488
-151
634
$354K 0.01%
23,314
-406
635
$353K 0.01%
3,594
-111
636
$353K 0.01%
3,131
-702
637
$353K 0.01%
+679
638
$351K 0.01%
5,893
-1,590
639
$351K 0.01%
13,200
+150
640
$349K 0.01%
5,226
-29
641
$348K 0.01%
2,746
-14,119
642
$344K 0.01%
33,023
+735
643
$342K 0.01%
8,655
+463
644
$341K 0.01%
20,617
+196
645
$341K 0.01%
3,440
-99
646
$340K 0.01%
4,516
+111
647
$339K 0.01%
4,286
-63
648
$339K 0.01%
1,290
-263
649
$338K 0.01%
+11,500
650
$338K 0.01%
4,167
-133
24 25
26
27 28