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
401
$1.6M 0.03%
53,715
+455
402
$1.6M 0.03%
29,844
+5,876
403
$1.59M 0.03%
10,791
-464
404
$1.59M 0.03%
18,737
+4,390
405
$1.58M 0.03%
35,673
+1,498
406
$1.57M 0.03%
26,253
+6,392
407
$1.56M 0.03%
16,093
+1,100
408
$1.55M 0.03%
65,801
+5,847
409
$1.55M 0.03%
32,622
410
$1.54M 0.03%
12,671
-399
411
$1.54M 0.03%
13,326
+158
412
$1.54M 0.03%
6,055
+330
413
$1.53M 0.03%
34,668
-2,488
414
$1.52M 0.03%
9,735
-358
415
$1.51M 0.03%
+17,626
416
$1.51M 0.03%
29,525
+5,046
417
$1.5M 0.03%
+4,693
418
$1.49M 0.03%
7,806
+483
419
$1.49M 0.03%
310,690
+86,846
420
$1.47M 0.03%
8,541
+166
421
$1.44M 0.03%
26,579
-55,338
422
$1.39M 0.02%
14,061
-290
423
$1.38M 0.02%
6,414
+197
424
$1.38M 0.02%
10,750
-272
425
$1.35M 0.02%
75,380
+2,433
15 16
17
18 19