Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$22.9M
2
+$20.2M
3
+$16.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.1M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$9.2M

Top Sells

1
+$10.7M
2
+$7.91M
3
+$6.49M
4
AAPL icon
Apple
AAPL
+$5.05M
5
TFC icon
Truist Financial
TFC
+$4.42M

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
451
$1.15M 0.02%
32,571
-8,995
452
$1.14M 0.02%
24,921
+1,729
453
$1.14M 0.02%
9,455
-2,098
454
$1.13M 0.02%
36,731
-133
455
$1.13M 0.02%
8,517
+75
456
$1.12M 0.02%
6,051
-81
457
$1.12M 0.02%
25,263
-1,227
458
$1.11M 0.02%
52,639
-13,302
459
$1.11M 0.02%
15,131
-640
460
$1.11M 0.02%
16,236
+88
461
$1.1M 0.02%
7,860
+3,017
462
$1.1M 0.02%
24,042
+574
463
$1.1M 0.02%
24,757
+4,029
464
$1.1M 0.02%
16,295
-1,065
465
$1.1M 0.02%
28,510
+4,062
466
$1.1M 0.02%
28,380
-765
467
$1.1M 0.02%
20,520
+1,518
468
$1.08M 0.02%
16,106
+161
469
$1.08M 0.02%
12,960
-1,561
470
$1.08M 0.02%
27,825
+6,397
471
$1.07M 0.02%
2,475
-46
472
$1.04M 0.02%
32,180
+1,251
473
$1.03M 0.02%
7,071
+215
474
$1.02M 0.02%
6,780
+207
475
$1.02M 0.02%
11,370
-4,104
17 18
19
20 21