Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$8.63M
2
+$5.78M
3
+$5.45M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.21M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.58M

Top Sells

1
+$36.5M
2
+$4.44M
3
+$4.05M
4
BR icon
Broadridge
BR
+$3.28M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.2M

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
776
– –
-4,282
777
– –
-16,347
778
– –
-3,230
779
– –
-4,085
780
– –
-10,828
781
– –
-7,780
782
– –
-23,411
783
– –
-8,053
784
– –
-3,582
785
– –
-25,693
786
– –
-14,451
787
– –
-7,353
788
– –
-18,825
789
– –
-3,048
790
– –
-4,907
791
– –
-1,622
792
– –
-1,810
793
– –
-3,337
794
– –
-15,840
795
– –
-4,534
796
– –
-7,694
797
– –
-20,614
798
– –
-35,164
799
– –
-254
800
– –
-51,448
29 30 31
32
33