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
726
$231K ﹤0.01%
5,482
727
$231K ﹤0.01%
2,323
-607
728
$226K ﹤0.01%
12,134
729
$225K ﹤0.01%
+4,814
730
$225K ﹤0.01%
+2,587
731
$223K ﹤0.01%
15,472
-14,692
732
$222K ﹤0.01%
4,346
-295
733
$220K ﹤0.01%
+11,626
734
$220K ﹤0.01%
1,107
-25
735
$220K ﹤0.01%
12,543
-2,180
736
$219K ﹤0.01%
+1,919
737
$219K ﹤0.01%
2,138
-639
738
$216K ﹤0.01%
11,609
-471
739
$216K ﹤0.01%
+3,698
740
$216K ﹤0.01%
6,003
-1,829
741
$215K ﹤0.01%
+4,000
742
$213K ﹤0.01%
2,558
-328
743
$212K ﹤0.01%
+5,507
744
$210K ﹤0.01%
2,057
-40
745
$210K ﹤0.01%
1,826
+9
746
$209K ﹤0.01%
+3,335
747
$209K ﹤0.01%
+2,257
748
$208K ﹤0.01%
+2,754
749
$208K ﹤0.01%
4,415
-205
750
$207K ﹤0.01%
4,160
-215
28 29
30
31 32