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
26
$41M 0.74%
946,411
-2,226
27
$40.5M 0.73%
405,518
-4,306
28
$39.9M 0.72%
234,336
-5,424
29
$39.7M 0.71%
637,273
+73,736
30
$37.8M 0.68%
730,751
+94,934
31
$37.7M 0.68%
726,828
+3,101
32
$36.6M 0.66%
774,877
-13,759
33
$36.6M 0.66%
540,586
-31,023
34
$36.2M 0.65%
241,316
+13,724
35
$34.7M 0.62%
207,372
-8,753
36
$34.1M 0.61%
207,670
+969
37
$33.1M 0.59%
554,400
-6,560
38
$32.1M 0.58%
243,004
-18,980
39
$31.6M 0.57%
1,244,917
+3,580
40
$31.6M 0.57%
465,524
+40,066
41
$31.4M 0.56%
410,249
-10,355
42
$29.9M 0.54%
187,417
-7,243
43
$29.8M 0.54%
255,522
-6,052
44
$29.5M 0.53%
326,990
+11,431
45
$29.5M 0.53%
402,307
-15,212
46
$28.4M 0.51%
137,297
+3,149
47
$27.6M 0.5%
240,401
-6,619
48
$27.6M 0.5%
225,590
-4,052
49
$27.2M 0.49%
327,280
-5,246
50
$27.2M 0.49%
99,340
-5,221
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