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
$3.48B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.91M
3
+$6.59M
4
IBM icon
IBM
IBM
+$6.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.77M

Top Sells

1
+$8M
2
+$5.88M
3
+$5.26M
4
CNC icon
Centene
CNC
+$4.58M
5
BAX icon
Baxter International
BAX
+$3.67M

Sector Composition

1 Financials 11.51%
2 Healthcare 10.8%
3 Technology 9.92%
4 Industrials 8.42%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$566K 0.02%
14,693
+5,128
502
$565K 0.02%
9,336
-1,233
503
$562K 0.02%
15,240
+640
504
$561K 0.02%
29,117
+1,787
505
$559K 0.02%
11,073
+1,284
506
$558K 0.02%
17,397
-981
507
$553K 0.02%
5,232
-768
508
$547K 0.02%
26,900
-671
509
$544K 0.02%
25,680
-8,575
510
$543K 0.02%
10,109
+6,151
511
$541K 0.02%
23,955
+7,054
512
$541K 0.02%
7,671
-242
513
$541K 0.02%
112,550
+29,815
514
$537K 0.02%
36,083
-1,558
515
$537K 0.02%
3,649
+858
516
$532K 0.02%
12,415
-1,362
517
$530K 0.02%
21,894
518
$526K 0.02%
8,041
+1,645
519
$525K 0.02%
19,322
+4,675
520
$524K 0.02%
6,797
-787
521
$522K 0.02%
16,751
-1,894
522
$511K 0.01%
21,344
+1,283
523
$508K 0.01%
4,075
+792
524
$508K 0.01%
1,548
-317
525
$507K 0.01%
10,789
-22
19 20
21
22 23