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
751
$207K ﹤0.01%
6,825
+3,411
752
$207K ﹤0.01%
16,435
-441
753
$205K ﹤0.01%
16,424
+4
754
$203K ﹤0.01%
+5,045
755
$203K ﹤0.01%
+2,274
756
$203K ﹤0.01%
+3,702
757
$201K ﹤0.01%
12,687
758
$199K ﹤0.01%
15,471
-27,292
759
$199K ﹤0.01%
16,687
+353
760
$189K ﹤0.01%
10,090
761
$170K ﹤0.01%
12,975
-637
762
$162K ﹤0.01%
17,798
+345
763
$156K ﹤0.01%
10,970
+152
764
$155K ﹤0.01%
1,556
765
$133K ﹤0.01%
3,800
-2,713
766
$129K ﹤0.01%
11,970
+255
767
$122K ﹤0.01%
13,869
-288
768
$121K ﹤0.01%
10,354
769
$120K ﹤0.01%
23,764
+404
770
$116K ﹤0.01%
10,214
-90
771
$80K ﹤0.01%
13,028
772
$69K ﹤0.01%
1,098
773
$38K ﹤0.01%
410
774
$38K ﹤0.01%
19,674
+381
775
$23K ﹤0.01%
80
-175
29 30
31
32 33