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
276
$2.22M 0.06%
408,692
+25,360
277
$2.21M 0.06%
103,539
+8,246
278
$2.2M 0.06%
23,977
+1,007
279
$2.19M 0.06%
17,340
-539
280
$2.17M 0.06%
479,641
-48,980
281
$2.15M 0.06%
20,040
+14,808
282
$2.14M 0.06%
17,898
-8,859
283
$2.13M 0.06%
15,385
+529
284
$2.13M 0.06%
37,287
-5,432
285
$2.12M 0.06%
408,038
+12,963
286
$2.09M 0.06%
32,224
+673
287
$2.07M 0.06%
49,767
+15,991
288
$2.06M 0.06%
132,304
+9,034
289
$2.05M 0.06%
12,039
-668
290
$2.03M 0.05%
51,014
+12,494
291
$2.02M 0.05%
45,878
+20,319
292
$2.01M 0.05%
24,519
+4,880
293
$1.98M 0.05%
38,604
+2,218
294
$1.96M 0.05%
23,406
+244
295
$1.96M 0.05%
80,112
+8,276
296
$1.95M 0.05%
59,850
-4,823
297
$1.94M 0.05%
21,165
-243
298
$1.92M 0.05%
10,008
+1,251
299
$1.9M 0.05%
29,673
+1,177
300
$1.89M 0.05%
18,143
+2,580
10 11
12
13 14