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
251
$4.34M 0.08%
218,193
+165,718
252
$4.31M 0.08%
78,166
+3,145
253
$4.3M 0.08%
71,169
+9,040
254
$4.26M 0.08%
144,070
-31,302
255
$4.24M 0.08%
91,183
-5,133
256
$4.2M 0.08%
2,115
-25
257
$4.17M 0.08%
150,901
+3,118
258
$4.14M 0.07%
37,730
-616
259
$4.11M 0.07%
22,036
+3,132
260
$4.11M 0.07%
53,322
-1,678
261
$4.08M 0.07%
76,276
-9,841
262
$4.07M 0.07%
37,957
-1,078
263
$4.01M 0.07%
137,801
+13,046
264
$4.01M 0.07%
23,999
+1,453
265
$3.94M 0.07%
29,685
-2,259
266
$3.93M 0.07%
58,025
+39,090
267
$3.9M 0.07%
67,745
-3,832
268
$3.86M 0.07%
114,239
-1,000
269
$3.86M 0.07%
82,240
+13,148
270
$3.75M 0.07%
34,336
+2,745
271
$3.69M 0.07%
221,962
-48,493
272
$3.65M 0.07%
45,676
-235
273
$3.64M 0.07%
51,046
+3,465
274
$3.6M 0.06%
37,858
-2,783
275
$3.57M 0.06%
444,238
-40,106
9 10
11
12 13