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
$5.56B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$20.3M
3
+$16.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$9.25M

Top Sells

1
+$10.7M
2
+$8.15M
3
+$6.75M
4
AAPL icon
Apple
AAPL
+$5.47M
5
SNY icon
Sanofi
SNY
+$4.61M

Sector Composition

1 Technology 11.94%
2 Financials 11.56%
3 Healthcare 10.56%
4 Industrials 7.72%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.44M 0.1%
116,729
+3,261
227
$5.4M 0.1%
218,900
-63,240
228
$5.29M 0.1%
95,278
+545
229
$5.28M 0.09%
122,938
-21,227
230
$5.28M 0.09%
65,793
+5,082
231
$5.22M 0.09%
40,215
-1,928
232
$5.21M 0.09%
76,800
-1,868
233
$5.17M 0.09%
32,971
-2,616
234
$5.06M 0.09%
50,113
-12,036
235
$5.06M 0.09%
71,309
-1,532
236
$5.04M 0.09%
172,068
+2,404
237
$5M 0.09%
91,487
-20,032
238
$5M 0.09%
121,879
-3,424
239
$4.93M 0.09%
199,845
-3,888
240
$4.9M 0.09%
69,591
-37,433
241
$4.87M 0.09%
72,905
-1,246
242
$4.86M 0.09%
33,156
-55,618
243
$4.79M 0.09%
72,756
-2,374
244
$4.7M 0.08%
32,407
-8,169
245
$4.68M 0.08%
173,636
+14,042
246
$4.66M 0.08%
40,411
-2,138
247
$4.66M 0.08%
29,277
+2,296
248
$4.51M 0.08%
9,962
249
$4.49M 0.08%
43,924
+2,161
250
$4.37M 0.08%
104,279
-5,206
8 9
10
11 12