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
376
$1.88M 0.03%
87,197
+7,824
377
$1.87M 0.03%
53,180
+8,560
378
$1.85M 0.03%
37,854
+418
379
$1.83M 0.03%
10,845
-261
380
$1.83M 0.03%
34,255
-1,635
381
$1.83M 0.03%
36,596
-1,212
382
$1.82M 0.03%
14,283
-121
383
$1.81M 0.03%
12,796
+840
384
$1.8M 0.03%
13,464
-470
385
$1.79M 0.03%
18,164
+104
386
$1.79M 0.03%
289,458
+28,314
387
$1.78M 0.03%
38,113
-4,926
388
$1.77M 0.03%
24,065
-753
389
$1.74M 0.03%
65,177
-1,497
390
$1.72M 0.03%
21,392
+1,290
391
$1.71M 0.03%
21,352
+1,024
392
$1.7M 0.03%
10,513
+194
393
$1.7M 0.03%
121,023
-6,188
394
$1.69M 0.03%
121,893
+290
395
$1.68M 0.03%
13,039
+144
396
$1.65M 0.03%
13,072
+642
397
$1.64M 0.03%
43,900
+1,920
398
$1.64M 0.03%
26,742
-204
399
$1.63M 0.03%
6,615
-32
400
$1.63M 0.03%
20,551
-139
14 15
16
17 18