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
176
$7.23M 0.12%
29,757
-293
177
$7.1M 0.12%
59,467
-1,742
178
$7.09M 0.12%
65,423
-3,653
179
$7.05M 0.12%
118,906
+3,908
180
$7.04M 0.12%
304,896
+7,059
181
$6.94M 0.12%
49,937
-677
182
$6.89M 0.12%
249,690
-99,690
183
$6.89M 0.12%
23,652
+6,094
184
$6.85M 0.12%
141,463
-818
185
$6.79M 0.12%
197,153
+2,339
186
$6.72M 0.12%
76,902
-2,084
187
$6.71M 0.12%
97,320
-313
188
$6.66M 0.11%
45,238
+1,221
189
$6.64M 0.11%
56,338
+1,653
190
$6.58M 0.11%
36,135
+46
191
$6.57M 0.11%
139,406
+5,227
192
$6.49M 0.11%
183,552
-287
193
$6.41M 0.11%
21,458
-3,036
194
$6.23M 0.11%
73,108
-1,077
195
$6.02M 0.1%
82,135
-1,809
196
$5.99M 0.1%
128,916
+822
197
$5.97M 0.1%
21,516
+1,554
198
$5.97M 0.1%
71,745
+5,644
199
$5.93M 0.1%
36,724
+135
200
$5.92M 0.1%
208,676
+27,808
6 7
8
9 10