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
276
$3.56M 0.06%
120,417
-2,435
277
$3.55M 0.06%
41,856
-157
278
$3.54M 0.06%
20,567
279
$3.53M 0.06%
156,433
-172,979
280
$3.52M 0.06%
26,171
-956
281
$3.51M 0.06%
+68,773
282
$3.5M 0.06%
79,533
-11,297
283
$3.48M 0.06%
20,193
+2,563
284
$3.46M 0.06%
62,229
+6,887
285
$3.45M 0.06%
82,348
-460
286
$3.43M 0.06%
48,864
+2,743
287
$3.43M 0.06%
73,043
-2,036
288
$3.3M 0.06%
36,696
-1,090
289
$3.29M 0.06%
37,915
-1,540
290
$3.27M 0.06%
37,569
-2,068
291
$3.26M 0.06%
50,744
-1,144
292
$3.26M 0.06%
58,780
-2,690
293
$3.25M 0.06%
72,020
+5,545
294
$3.22M 0.06%
42,012
-120
295
$3.19M 0.06%
29,747
+1,629
296
$3.18M 0.06%
96,229
-6,751
297
$3.17M 0.06%
90,735
+13,697
298
$3.16M 0.06%
19,177
+1,603
299
$3.13M 0.06%
72,187
-17,474
300
$3.13M 0.06%
15,499
+1,144
10 11
12
13 14