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
301
$1.86M 0.05%
170,649
+10,458
302
$1.85M 0.05%
31,338
-4,705
303
$1.85M 0.05%
17,462
-747
304
$1.84M 0.05%
9
305
$1.81M 0.05%
100,292
+71,175
306
$1.81M 0.05%
135,960
-6,840
307
$1.79M 0.05%
+23,880
308
$1.79M 0.05%
30,015
+6,445
309
$1.78M 0.05%
94,291
+3,983
310
$1.78M 0.05%
18,109
-542
311
$1.73M 0.05%
26,889
-6,305
312
$1.72M 0.05%
28,557
313
$1.71M 0.05%
14,767
-870
314
$1.7M 0.05%
13,071
-763
315
$1.64M 0.04%
40,217
+834
316
$1.64M 0.04%
23,554
+987
317
$1.63M 0.04%
37,884
+3,897
318
$1.59M 0.04%
38,397
+28,954
319
$1.56M 0.04%
71,927
+4,924
320
$1.56M 0.04%
13,468
-1,190
321
$1.56M 0.04%
40,140
-4,774
322
$1.55M 0.04%
51,624
-5,147
323
$1.54M 0.04%
1,921
-293
324
$1.53M 0.04%
29,324
-800
325
$1.51M 0.04%
+30,200
11 12
13
14 15