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
476
$1.02M 0.02%
27,072
+2,436
477
$1M 0.02%
10,933
+1,372
478
$988K 0.02%
35,396
-640
479
$984K 0.02%
7,077
+428
480
$963K 0.02%
12,788
+900
481
$962K 0.02%
5,989
+512
482
$956K 0.02%
3,619
-200
483
$956K 0.02%
136,040
+15,480
484
$947K 0.02%
24,508
-1,185
485
$945K 0.02%
20,907
-1,579
486
$938K 0.02%
7,185
+3,278
487
$938K 0.02%
29,680
488
$935K 0.02%
39,378
-1,265
489
$930K 0.02%
22,265
-995
490
$929K 0.02%
14,159
-357
491
$910K 0.02%
11,534
+56
492
$907K 0.02%
54,478
493
$895K 0.02%
10,416
-535
494
$895K 0.02%
+24,054
495
$886K 0.02%
2,482
+962
496
$864K 0.02%
14,478
+1,192
497
$862K 0.02%
17,746
-1,536
498
$824K 0.01%
15,843
-225
499
$822K 0.01%
38,663
-2,800
500
$820K 0.01%
64,736
-6,667
18 19
20
21 22