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
76
$19.3M 0.33%
350,618
+5,990
77
$19.2M 0.33%
314,534
+73,467
78
$19.2M 0.33%
214,826
+3,306
79
$18.7M 0.32%
180,725
+5,049
80
$18.7M 0.32%
214,243
-28,776
81
$18.6M 0.32%
111,497
+5,505
82
$18.3M 0.31%
205,818
-1,851
83
$18.3M 0.31%
360,753
+9,974
84
$18.2M 0.31%
520,197
+11,889
85
$17.5M 0.3%
277,451
-42,498
86
$17.2M 0.3%
156,403
-11,375
87
$17.2M 0.3%
121,032
-2,169
88
$17.2M 0.29%
111,601
+157
89
$17.1M 0.29%
133,711
+3,006
90
$16.8M 0.29%
167,935
-2,872
91
$16.7M 0.29%
288,271
-4,120
92
$16.5M 0.28%
138,302
-37,362
93
$16.5M 0.28%
216,869
+7,170
94
$15.6M 0.27%
103,090
-1,424
95
$15.5M 0.27%
670,700
+95,550
96
$15.2M 0.26%
158,357
-2,738
97
$15.2M 0.26%
300,366
-34,838
98
$15.1M 0.26%
93,751
+3,843
99
$15.1M 0.26%
629,047
-83,565
100
$15.1M 0.26%
102,419
+5,096
2 3
4
5 6