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
651
$338K 0.01%
3,853
+150
652
$338K 0.01%
2,481
-150
653
$335K 0.01%
9,620
-1,687
654
$335K 0.01%
4,995
655
$334K 0.01%
+5,775
656
$330K 0.01%
7,545
-270
657
$326K 0.01%
7,320
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658
$325K 0.01%
+2,184
659
$324K 0.01%
21,618
660
$321K 0.01%
4,040
-180
661
$320K 0.01%
3,116
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662
$317K 0.01%
19,407
-4,772
663
$313K 0.01%
19,458
664
$311K 0.01%
16,943
665
$310K 0.01%
6,250
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666
$309K 0.01%
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667
$307K 0.01%
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668
$307K 0.01%
31,215
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669
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+5,012
670
$305K 0.01%
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671
$304K 0.01%
2,941
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672
$302K 0.01%
6,264
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673
$302K 0.01%
1,191
+347
674
$302K 0.01%
19,214
675
$301K 0.01%
2,205
-48
25 26
27
28 29