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
301
$3.11M 0.06%
28,492
-759
302
$3.1M 0.06%
17,058
+1,336
303
$3.08M 0.06%
17,314
-123
304
$3.07M 0.06%
12,766
-2,111
305
$3.07M 0.06%
61,054
-1,760
306
$3.07M 0.06%
47,268
-1,045
307
$3.02M 0.05%
42,574
+411
308
$2.99M 0.05%
29,757
-1,236
309
$2.99M 0.05%
54,921
+1,200
310
$2.98M 0.05%
30,085
+3,586
311
$2.98M 0.05%
42,725
-1,816
312
$2.98M 0.05%
245,500
+119,525
313
$2.93M 0.05%
118,254
-20,057
314
$2.9M 0.05%
16,667
+2,080
315
$2.81M 0.05%
13,863
-2,200
316
$2.8M 0.05%
138,293
-12,519
317
$2.74M 0.05%
31,778
-2,531
318
$2.72M 0.05%
66,565
-1,475
319
$2.71M 0.05%
45,719
-1,431
320
$2.7M 0.05%
54,996
-5,582
321
$2.66M 0.05%
110,457
+47,356
322
$2.65M 0.05%
57,672
-12,955
323
$2.64M 0.05%
75,182
-468
324
$2.63M 0.05%
31,342
+2,750
325
$2.63M 0.05%
51,099
-6,586
11 12
13
14 15