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
676
$300K 0.01%
24,472
+36
677
$298K 0.01%
912
-152
678
$298K 0.01%
5,278
-1,360
679
$297K 0.01%
18,946
-2,204
680
$295K 0.01%
6,824
-142
681
$293K 0.01%
9,351
-363
682
$291K 0.01%
11,773
-1,809
683
$290K 0.01%
19,848
+144
684
$289K 0.01%
9,572
-189
685
$282K ﹤0.01%
10,411
+36
686
$282K ﹤0.01%
489
-69
687
$279K ﹤0.01%
2,862
+130
688
$276K ﹤0.01%
+3,067
689
$275K ﹤0.01%
772
+2
690
$275K ﹤0.01%
+3,475
691
$266K ﹤0.01%
9,067
+1,900
692
$264K ﹤0.01%
1,692
+19
693
$263K ﹤0.01%
11,783
+125
694
$263K ﹤0.01%
+5,074
695
$262K ﹤0.01%
1,970
-71
696
$262K ﹤0.01%
6,670
-245
697
$261K ﹤0.01%
8,508
-398
698
$261K ﹤0.01%
+15,550
699
$260K ﹤0.01%
4,806
-684
700
$257K ﹤0.01%
2,851
-309
26 27
28
29 30