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
$3.7B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$16.1M
3
+$13.6M
4
USB icon
US Bancorp
USB
+$8.55M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.4M

Top Sells

1
+$5.07M
2
+$3.8M
3
+$3.64M
4
TRV icon
Travelers Companies
TRV
+$3.59M
5
BND icon
Vanguard Total Bond Market
BND
+$3.12M

Sector Composition

1 Financials 12%
2 Healthcare 10.79%
3 Technology 9.86%
4 Consumer Staples 8.66%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.54M 0.1%
57,842
-5,074
227
$3.52M 0.1%
620,430
-47,125
228
$3.44M 0.09%
51,014
-1,061
229
$3.41M 0.09%
79,236
+5,706
230
$3.41M 0.09%
39,714
+3,737
231
$3.37M 0.09%
142,698
-8,454
232
$3.29M 0.09%
60,862
+6,082
233
$3.29M 0.09%
76,373
-58,215
234
$3.28M 0.09%
67,551
+2,954
235
$3.23M 0.09%
36,772
+3,069
236
$3.22M 0.09%
39,978
+512
237
$3.2M 0.09%
45,102
+1,182
238
$3.19M 0.09%
23,014
+2,684
239
$3.19M 0.09%
20,755
+922
240
$3.13M 0.08%
84,371
+4,144
241
$3.1M 0.08%
47,228
+1,180
242
$3.08M 0.08%
32,326
+1,934
243
$3.08M 0.08%
33,343
+110
244
$3.07M 0.08%
84,675
-1,655
245
$3.07M 0.08%
8,870
-568
246
$3.07M 0.08%
11,666
247
$2.9M 0.08%
136,843
+5,528
248
$2.89M 0.08%
51,662
-51,020
249
$2.88M 0.08%
7,140
+2,035
250
$2.88M 0.08%
36,912
+1,053
8 9
10
11 12