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
151
$8.73M 0.15%
93,604
-263
152
$8.53M 0.15%
46,673
-370
153
$8.49M 0.15%
114,229
+3,475
154
$8.48M 0.15%
196,117
-11,151
155
$8.48M 0.15%
160,038
-5,971
156
$8.36M 0.14%
191,303
+8,954
157
$8.36M 0.14%
154,541
+1,000
158
$8.36M 0.14%
89,665
-6,478
159
$8.35M 0.14%
131,807
+8,817
160
$8.31M 0.14%
105,484
-1,098
161
$8.27M 0.14%
42,928
-267
162
$8.26M 0.14%
48,996
-123
163
$8.13M 0.14%
152,697
+41,855
164
$8.09M 0.14%
75,660
+57,344
165
$8.05M 0.14%
66,819
-1,999
166
$8M 0.14%
133,128
-3,840
167
$7.96M 0.14%
307,904
+5,736
168
$7.95M 0.14%
48,489
-2,286
169
$7.75M 0.13%
128,560
-557
170
$7.71M 0.13%
165,924
+1,824
171
$7.51M 0.13%
33,948
+338
172
$7.44M 0.13%
86,375
+16,941
173
$7.42M 0.13%
65,434
+463
174
$7.41M 0.13%
67,863
+6,868
175
$7.37M 0.13%
138,041
-644
5 6
7
8 9