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
376
$1.06M 0.03%
11,872
-14,883
377
$1.05M 0.03%
85,996
+14,648
378
$1.03M 0.03%
36,312
379
$1.03M 0.03%
32,382
-5,794
380
$1.03M 0.03%
59,283
-15,182
381
$1.02M 0.03%
16,368
+7,384
382
$1.01M 0.03%
70,990
+3,584
383
$1M 0.03%
24,925
-3,523
384
$998K 0.03%
9,813
+38
385
$996K 0.03%
38,775
-36,111
386
$995K 0.03%
18,172
+3,364
387
$994K 0.03%
13,046
-2,989
388
$984K 0.03%
15,915
+611
389
$982K 0.03%
47,190
+13,913
390
$980K 0.03%
25,393
-11,722
391
$980K 0.03%
6,694
+553
392
$979K 0.03%
36,886
-1,014
393
$979K 0.03%
21,494
+6,801
394
$971K 0.03%
23,119
+1,086
395
$958K 0.03%
31,750
+7,128
396
$944K 0.03%
27,548
+11,544
397
$943K 0.03%
19,553
-5,020
398
$937K 0.03%
22,630
+2,802
399
$931K 0.03%
15,101
+4,092
400
$914K 0.02%
45,878
-1,962
14 15
16
17 18