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
476
$664K 0.02%
16,907
+315
477
$656K 0.02%
56,642
+44,377
478
$643K 0.02%
7,367
+208
479
$640K 0.02%
9,480
+4,179
480
$640K 0.02%
7,460
-13,785
481
$638K 0.02%
54,575
+19,158
482
$633K 0.02%
38,921
+2,838
483
$631K 0.02%
123,070
+10,520
484
$624K 0.02%
12,469
+2,514
485
$624K 0.02%
22,028
+410
486
$621K 0.02%
22,316
+2,994
487
$613K 0.02%
9,790
-6,177
488
$613K 0.02%
14,056
+1,370
489
$611K 0.02%
11,235
+4,591
490
$608K 0.02%
7,351
+578
491
$608K 0.02%
23,410
-33,582
492
$607K 0.02%
4,352
-96
493
$605K 0.02%
21,244
-656
494
$604K 0.02%
21,960
-10,435
495
$596K 0.02%
16,754
-31,203
496
$596K 0.02%
19,910
+4,821
497
$585K 0.02%
6,869
+751
498
$584K 0.02%
18,919
+4,296
499
$582K 0.02%
13,032
+8,000
500
$581K 0.02%
5,256
+40
18 19
20
21 22