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
201
$5.91M 0.1%
16,776
-793
202
$5.87M 0.1%
68,373
-1,370
203
$5.87M 0.1%
116,225
-2,304
204
$5.87M 0.1%
100,716
+4,032
205
$5.83M 0.1%
41,562
-3,275
206
$5.76M 0.1%
111,279
-1,771
207
$5.75M 0.1%
25,896
-734
208
$5.74M 0.1%
55,380
+23,945
209
$5.68M 0.1%
44,107
-105
210
$5.66M 0.1%
108,890
-6,302
211
$5.55M 0.1%
84,061
+835
212
$5.55M 0.1%
26,877
+3,900
213
$5.54M 0.1%
85,287
-2,512
214
$5.54M 0.1%
25,005
+951
215
$5.5M 0.09%
36,971
-866
216
$5.38M 0.09%
102,838
-3,798
217
$5.38M 0.09%
8,105
218
$5.36M 0.09%
156,750
+5,583
219
$5.29M 0.09%
49,823
+692
220
$5.26M 0.09%
40,702
-953
221
$5.23M 0.09%
173,420
+9,189
222
$5.23M 0.09%
63,914
-3,274
223
$5.22M 0.09%
22,402
-278
224
$5.12M 0.09%
34,475
+2,686
225
$5.03M 0.09%
37,251
-669
7 8
9
10 11