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
351
$2.14M 0.04%
28,709
-515
352
$2.13M 0.04%
38,744
-691
353
$2.12M 0.04%
30,388
+776
354
$2.11M 0.04%
26,815
-13,103
355
$2.1M 0.04%
29,158
-860
356
$2.09M 0.04%
22,660
+2,110
357
$2.06M 0.04%
21,214
+2,040
358
$2.05M 0.04%
38,766
-5,232
359
$2.04M 0.04%
127,839
-5,512
360
$2.04M 0.04%
4,323
-200
361
$2.03M 0.04%
39,826
-3,403
362
$2.02M 0.04%
8,600
+127
363
$2.02M 0.04%
43,000
-2,500
364
$2.02M 0.04%
65,366
-3,311
365
$2.02M 0.04%
10,462
+104
366
$2M 0.04%
126,075
-7,545
367
$1.99M 0.04%
87,141
-15,458
368
$1.96M 0.04%
20,378
+62
369
$1.95M 0.04%
27,139
-43,147
370
$1.95M 0.04%
29,511
+194
371
$1.91M 0.03%
13,546
-557
372
$1.89M 0.03%
18,114
+2,156
373
$1.89M 0.03%
16,777
-382
374
$1.89M 0.03%
622,462
+29,443
375
$1.89M 0.03%
29,700
13 14
15
16 17