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
501
$581K 0.02%
22,628
-2,796
502
$575K 0.02%
11,630
-3,140
503
$572K 0.02%
10,489
-2,697
504
$572K 0.02%
+16,665
505
$570K 0.02%
6,412
-235
506
$562K 0.02%
7,712
+4,137
507
$562K 0.02%
5,187
+3,355
508
$558K 0.02%
12,292
+1,219
509
$557K 0.02%
3,221
-1,749
510
$555K 0.02%
23,082
-1,524
511
$552K 0.01%
12,402
-2,383
512
$548K 0.01%
9,504
-605
513
$545K 0.01%
23,016
-2,862
514
$543K 0.01%
8,011
+3,527
515
$540K 0.01%
18,056
-380
516
$540K 0.01%
11,686
-729
517
$539K 0.01%
21,894
518
$539K 0.01%
8,359
+3,223
519
$539K 0.01%
7,375
-1,935
520
$538K 0.01%
3,365
-1,114
521
$533K 0.01%
10,820
+31
522
$526K 0.01%
6,746
-41
523
$525K 0.01%
8,928
-1,629
524
$524K 0.01%
16,609
+138
525
$524K 0.01%
16,274
-1,892
19 20
21
22 23