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
$3.48B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.91M
3
+$6.59M
4
IBM icon
IBM
IBM
+$6.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.77M

Top Sells

1
+$8M
2
+$5.88M
3
+$5.26M
4
CNC icon
Centene
CNC
+$4.58M
5
BAX icon
Baxter International
BAX
+$3.67M

Sector Composition

1 Financials 11.51%
2 Healthcare 10.8%
3 Technology 9.92%
4 Industrials 8.42%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$666K 0.02%
25,424
+2,586
452
$665K 0.02%
7,350
+514
453
$663K 0.02%
32,319
+2,061
454
$663K 0.02%
8,175
+3,603
455
$660K 0.02%
20,451
-6,586
456
$658K 0.02%
7,300
-309
457
$657K 0.02%
11,600
458
$655K 0.02%
4,008
-1,557
459
$654K 0.02%
10,557
+2,329
460
$652K 0.02%
10,688
+409
461
$651K 0.02%
13,186
-191
462
$642K 0.02%
37,920
+160
463
$638K 0.02%
4,830
+1,249
464
$636K 0.02%
11,400
+2,614
465
$632K 0.02%
7,612
+2,426
466
$627K 0.02%
33,277
-10,261
467
$626K 0.02%
12,122
+2,341
468
$622K 0.02%
10,109
+2,940
469
$622K 0.02%
25,878
-741
470
$618K 0.02%
13,698
+2,422
471
$615K 0.02%
4,448
-105
472
$614K 0.02%
32,398
+328
473
$612K 0.02%
6,492
+1,915
474
$611K 0.02%
4,305
+25
475
$610K 0.02%
24,606
+76
17 18
19
20 21