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
26
$28.3M 0.76%
352,367
-10,378
27
$26.6M 0.72%
692,762
-27,644
28
$25.6M 0.69%
651,954
+74,314
29
$25.6M 0.69%
1,208,606
-2,358
30
$25M 0.68%
510,007
+83,542
31
$24.5M 0.66%
257,930
-16,087
32
$24.4M 0.66%
252,454
+25,852
33
$24.3M 0.66%
565,303
-7,958
34
$24.1M 0.65%
483,188
+11,391
35
$23.6M 0.64%
320,523
+9,304
36
$22.6M 0.61%
415,548
+82,148
37
$22.6M 0.61%
401,369
+65,362
38
$22.4M 0.61%
320,699
+6,111
39
$22.3M 0.6%
830,903
+142,965
40
$22.3M 0.6%
554,114
-90,440
41
$21.7M 0.59%
390,139
+11,980
42
$21.4M 0.58%
642,868
-31,205
43
$21M 0.57%
797,520
+37,419
44
$21M 0.57%
243,190
+15,274
45
$20.3M 0.55%
622,190
-7,598
46
$19.5M 0.53%
258,877
+3,385
47
$19.3M 0.52%
248,929
-2,713
48
$18.6M 0.5%
149,303
+4,730
49
$18.5M 0.5%
191,172
-1,101
50
$18.2M 0.49%
525,733
-20,048
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