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
426
$1.35M 0.02%
15,846
-512
427
$1.34M 0.02%
43,656
-186
428
$1.34M 0.02%
18,239
+86
429
$1.34M 0.02%
21,824
+1,168
430
$1.33M 0.02%
20,959
-451
431
$1.33M 0.02%
16,593
-445
432
$1.28M 0.02%
5,253
+1,560
433
$1.28M 0.02%
138,399
-119,744
434
$1.27M 0.02%
12,452
-647
435
$1.24M 0.02%
21,840
+453
436
$1.23M 0.02%
10,355
+30
437
$1.23M 0.02%
9,007
+539
438
$1.21M 0.02%
11,556
-1,837
439
$1.21M 0.02%
10,863
-105
440
$1.21M 0.02%
19,415
+2,638
441
$1.2M 0.02%
28,254
-1,740
442
$1.19M 0.02%
217,590
-14,714
443
$1.19M 0.02%
13,744
-658
444
$1.19M 0.02%
6,088
+1,335
445
$1.17M 0.02%
3,687
+482
446
$1.17M 0.02%
3,583
-413
447
$1.17M 0.02%
136,422
-1,702
448
$1.16M 0.02%
25,252
+400
449
$1.16M 0.02%
54,035
+1,538
450
$1.16M 0.02%
10,407
+2,934
16 17
18
19 20