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
101
$14.5M 0.25%
52,622
+2,051
102
$14.5M 0.25%
117,928
-4,794
103
$14.5M 0.25%
340,357
+12,648
104
$14.5M 0.25%
178,443
+8,081
105
$14M 0.24%
101,649
-5,016
106
$13.8M 0.24%
123,855
+91
107
$13.8M 0.24%
240,217
+23,921
108
$13.7M 0.24%
10,924
109
$13.3M 0.23%
355,933
+3,806
110
$13.3M 0.23%
454,054
-2,901
111
$13.3M 0.23%
74,076
-7,974
112
$13.2M 0.23%
111,989
+1,119
113
$13.1M 0.22%
331,311
+7,647
114
$12.8M 0.22%
146,993
-3,816
115
$12.2M 0.21%
58,633
-478
116
$12.1M 0.21%
31,902
-2,158
117
$12M 0.21%
106,002
-1,177
118
$11.8M 0.2%
74,681
-2,824
119
$11.7M 0.2%
262,367
+12,020
120
$11.6M 0.2%
43,594
-1,844
121
$11.4M 0.2%
411,100
122
$11.4M 0.2%
208,609
-51,499
123
$11M 0.19%
51,056
-1,421
124
$10.9M 0.19%
202,711
-6,076
125
$10.8M 0.19%
195,393
-16,202
3 4
5
6 7