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
126
$10.7M 0.18%
92,695
-2,814
127
$10.4M 0.18%
122,996
-6,468
128
$10.4M 0.18%
152,236
+3,332
129
$10.3M 0.18%
310,350
+762
130
$10.3M 0.18%
112,885
-131
131
$10.3M 0.18%
37,794
-2,501
132
$10.2M 0.18%
128,499
+446
133
$10.1M 0.17%
174,273
+66,267
134
$10M 0.17%
117,860
-5,017
135
$10M 0.17%
171,932
+23,354
136
$9.95M 0.17%
25,516
-175
137
$9.83M 0.17%
169,687
-35,907
138
$9.76M 0.17%
336,016
+12,362
139
$9.59M 0.16%
21,513
-3
140
$9.53M 0.16%
180,764
-2,731
141
$9.5M 0.16%
95,399
-29,603
142
$9.34M 0.16%
228,389
-7,575
143
$9.33M 0.16%
245,498
-3,602
144
$9.31M 0.16%
150,768
-3,265
145
$9.25M 0.16%
84,436
-1,039
146
$9.24M 0.16%
174,562
-4,478
147
$9.07M 0.16%
112,893
-455,926
148
$8.96M 0.15%
369,757
+6,058
149
$8.88M 0.15%
97,143
-5,689
150
$8.83M 0.15%
159,679
+19,598
4 5
6
7 8