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
51
$27.5M 0.47%
1,189,627
52
$27.2M 0.47%
231,507
-2,005
53
$26M 0.45%
345,944
-1,264
54
$25.8M 0.44%
217,923
-1,980
55
$25.7M 0.44%
336,267
-28,250
56
$25.5M 0.44%
499,691
+54,832
57
$24M 0.41%
220,669
+4,097
58
$23.9M 0.41%
143,762
-160
59
$23.5M 0.4%
180,305
+11,124
60
$22.2M 0.38%
276,196
-147
61
$22.2M 0.38%
113,247
+2,162
62
$22.2M 0.38%
194,186
+23,180
63
$21.9M 0.38%
196,411
+239
64
$21.8M 0.37%
90,701
-186
65
$21.7M 0.37%
744,863
-2,038
66
$21.7M 0.37%
156,250
-4,251
67
$21.7M 0.37%
191,713
-6,275
68
$20.8M 0.36%
167,348
-25,501
69
$20.8M 0.36%
107,334
-1,951
70
$20.6M 0.35%
372,244
-8,852
71
$20.4M 0.35%
125,959
+1,741
72
$20.1M 0.35%
274,032
+1,409
73
$20M 0.34%
358,467
-3,155
74
$19.8M 0.34%
491,992
+24,391
75
$19.5M 0.33%
190,553
+10,167
1 2
3
4 5