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
326
$2.62M 0.05%
26,485
+594
327
$2.59M 0.05%
36,457
+6,698
328
$2.56M 0.05%
8
-1
329
$2.54M 0.05%
18,486
-484
330
$2.54M 0.05%
63,516
-2,395
331
$2.53M 0.05%
22,213
-1,501
332
$2.53M 0.05%
19,802
-306
333
$2.53M 0.05%
13,467
+3,449
334
$2.52M 0.05%
27,840
+10
335
$2.48M 0.04%
28,107
+13,193
336
$2.48M 0.04%
25,143
-814
337
$2.46M 0.04%
43,251
-6,657
338
$2.46M 0.04%
13,050
-516
339
$2.46M 0.04%
62,372
-11
340
$2.44M 0.04%
43,607
+5,206
341
$2.38M 0.04%
64,166
-2,403
342
$2.34M 0.04%
18,193
-3,192
343
$2.34M 0.04%
30,032
-701
344
$2.3M 0.04%
42,113
+21,064
345
$2.26M 0.04%
31,343
-115
346
$2.21M 0.04%
14,356
-1,915
347
$2.2M 0.04%
18,492
-1,240
348
$2.18M 0.04%
29,139
+1,714
349
$2.17M 0.04%
14,319
+1,329
350
$2.14M 0.04%
27,103
+1,045
12 13
14
15 16