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
701
$257K ﹤0.01%
8,550
+1,362
702
$257K ﹤0.01%
10,409
+2,010
703
$257K ﹤0.01%
2,922
-57
704
$254K ﹤0.01%
+3,935
705
$253K ﹤0.01%
+1,175
706
$250K ﹤0.01%
+7,509
707
$250K ﹤0.01%
2,094
-150
708
$249K ﹤0.01%
17,517
+2,465
709
$249K ﹤0.01%
8,714
-7,899
710
$248K ﹤0.01%
3,033
+247
711
$247K ﹤0.01%
6,094
-184
712
$247K ﹤0.01%
10,405
-2,176
713
$246K ﹤0.01%
2,014
-415
714
$245K ﹤0.01%
520
-34
715
$245K ﹤0.01%
1,292
-35
716
$241K ﹤0.01%
4,606
+12
717
$239K ﹤0.01%
3,119
-67
718
$238K ﹤0.01%
17,453
+224
719
$237K ﹤0.01%
3,818
-138
720
$236K ﹤0.01%
+1,737
721
$236K ﹤0.01%
2,030
+12
722
$235K ﹤0.01%
8,819
+169
723
$235K ﹤0.01%
+2,684
724
$234K ﹤0.01%
2,285
-70
725
$232K ﹤0.01%
2,745
27 28
29
30 31