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
451
$733K 0.02%
18,060
+348
452
$731K 0.02%
13,698
+1,576
453
$730K 0.02%
9,493
+6,727
454
$729K 0.02%
+13,494
455
$727K 0.02%
5,780
+950
456
$725K 0.02%
17,651
+162
457
$724K 0.02%
+15,209
458
$713K 0.02%
6,852
-1,777
459
$708K 0.02%
10,991
+7,038
460
$707K 0.02%
4,456
-256
461
$705K 0.02%
12,579
+2,470
462
$703K 0.02%
8,038
-1,080
463
$700K 0.02%
4,393
+744
464
$694K 0.02%
8,247
+74
465
$692K 0.02%
11,099
+140
466
$691K 0.02%
5,252
+1,035
467
$691K 0.02%
14,425
-4,864
468
$690K 0.02%
3,072
+464
469
$687K 0.02%
14,784
+1,086
470
$684K 0.02%
3,311
+66
471
$684K 0.02%
47,212
-9,560
472
$677K 0.02%
12,922
-608
473
$674K 0.02%
+18,400
474
$671K 0.02%
8,438
+1,068
475
$666K 0.02%
4,296
-9
17 18
19
20 21