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
351
$1.25M 0.03%
25,983
-1,710
352
$1.25M 0.03%
11,760
+562
353
$1.24M 0.03%
29,764
-37
354
$1.23M 0.03%
27,353
+7,984
355
$1.22M 0.03%
28,172
-445
356
$1.22M 0.03%
+36,023
357
$1.21M 0.03%
32,551
+9,179
358
$1.19M 0.03%
48,995
+6,595
359
$1.18M 0.03%
5,418
-1,096
360
$1.17M 0.03%
18,534
+1,250
361
$1.16M 0.03%
28,756
+1,247
362
$1.15M 0.03%
11,072
-230
363
$1.15M 0.03%
23,678
+1,834
364
$1.14M 0.03%
15,327
+12,180
365
$1.13M 0.03%
40,940
+2,253
366
$1.13M 0.03%
38,515
-792
367
$1.12M 0.03%
11,514
-902
368
$1.12M 0.03%
21,521
+7,440
369
$1.11M 0.03%
7,873
+1,398
370
$1.11M 0.03%
21,593
-5,781
371
$1.09M 0.03%
20,536
-1,356
372
$1.08M 0.03%
8,722
+3
373
$1.08M 0.03%
8,681
+2,676
374
$1.08M 0.03%
11,141
-203
375
$1.06M 0.03%
19,427
+5,434
13 14
15
16 17