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
$3.48B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.91M
3
+$6.59M
4
IBM icon
IBM
IBM
+$6.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.77M

Top Sells

1
+$8M
2
+$5.88M
3
+$5.26M
4
CNC icon
Centene
CNC
+$4.58M
5
BAX icon
Baxter International
BAX
+$3.67M

Sector Composition

1 Financials 11.51%
2 Healthcare 10.8%
3 Technology 9.92%
4 Industrials 8.42%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.72M 0.08%
19,646
-1,006
252
$2.7M 0.08%
38,920
-440
253
$2.66M 0.08%
86,330
+4,412
254
$2.64M 0.08%
77,913
-19,593
255
$2.6M 0.07%
35,732
-7,153
256
$2.55M 0.07%
42,719
-947
257
$2.52M 0.07%
110,534
-6,921
258
$2.5M 0.07%
17,879
-2,433
259
$2.48M 0.07%
55,270
+361
260
$2.47M 0.07%
7,157
261
$2.46M 0.07%
131,315
+16,183
262
$2.44M 0.07%
47,334
+7,101
263
$2.42M 0.07%
50,330
+4,787
264
$2.41M 0.07%
528,621
-43,669
265
$2.41M 0.07%
10,054
+791
266
$2.38M 0.07%
33,194
-935
267
$2.36M 0.07%
79,883
+856
268
$2.36M 0.07%
41,899
+3,508
269
$2.25M 0.06%
26,755
-62,433
270
$2.25M 0.06%
36,043
+1,954
271
$2.25M 0.06%
31,551
+3,383
272
$2.24M 0.06%
22,299
-1,325
273
$2.23M 0.06%
22,970
-394
274
$2.16M 0.06%
395,075
+94,446
275
$2.16M 0.06%
5,105
+766
9 10
11
12 13