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
251
$2.87M 0.08%
188,467
-29,643
252
$2.86M 0.08%
21,400
-485
253
$2.85M 0.08%
42,303
+1,229
254
$2.84M 0.08%
34,754
+7,713
255
$2.83M 0.08%
51,332
+3,998
256
$2.8M 0.08%
84,234
-1,543
257
$2.79M 0.08%
33,430
-2,302
258
$2.78M 0.08%
7,097
-60
259
$2.78M 0.08%
24,590
+20,251
260
$2.74M 0.07%
20,635
+989
261
$2.74M 0.07%
72,770
+8,252
262
$2.7M 0.07%
63,430
+47,727
263
$2.67M 0.07%
64,323
-1,793
264
$2.62M 0.07%
21,052
-1,247
265
$2.56M 0.07%
39,200
+280
266
$2.54M 0.07%
18,772
-12,037
267
$2.51M 0.07%
77,091
-822
268
$2.5M 0.07%
10,358
+304
269
$2.47M 0.07%
19,414
+2,348
270
$2.45M 0.07%
32,897
-1,073
271
$2.39M 0.06%
51,782
+1,452
272
$2.38M 0.06%
14,714
+2,755
273
$2.31M 0.06%
29,702
+8,306
274
$2.27M 0.06%
55,659
+389
275
$2.26M 0.06%
42,656
+757
9 10
11
12 13