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
326
$1.51M 0.04%
32,262
+1,870
327
$1.5M 0.04%
12,948
+202
328
$1.49M 0.04%
15,571
-201
329
$1.49M 0.04%
20,860
-2,019
330
$1.48M 0.04%
48,792
+40,350
331
$1.46M 0.04%
40,148
+10,826
332
$1.45M 0.04%
13,382
-592
333
$1.45M 0.04%
34,728
-4,820
334
$1.45M 0.04%
63,409
-47,125
335
$1.44M 0.04%
+48,764
336
$1.43M 0.04%
+36,342
337
$1.43M 0.04%
34,229
+1,036
338
$1.43M 0.04%
13,711
+10,310
339
$1.4M 0.04%
72,651
-2,145
340
$1.39M 0.04%
16,621
+8,303
341
$1.37M 0.04%
9,674
+1,741
342
$1.37M 0.04%
33,742
-3,966
343
$1.36M 0.04%
21,271
+1,703
344
$1.36M 0.04%
20,644
-966
345
$1.35M 0.04%
102,872
346
$1.35M 0.04%
30,492
+14,436
347
$1.35M 0.04%
33,746
348
$1.34M 0.04%
10,413
+287
349
$1.32M 0.04%
31,514
+832
350
$1.31M 0.04%
87,000
+315
12 13
14
15 16