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
501
$819K 0.01%
5,489
+273
502
$810K 0.01%
10,547
-500
503
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504
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9,929
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505
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24,226
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506
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10,983
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507
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18,595
-3,840
508
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17,175
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509
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6,619
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510
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512
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10,486
-184
513
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42,085
-27,505
514
$762K 0.01%
25,420
-12,422
515
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517
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519
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4,253
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520
$740K 0.01%
87,130
-2,082
521
$740K 0.01%
+26,025
522
$738K 0.01%
164,028
-6,435
523
$734K 0.01%
8,289
-521
524
$733K 0.01%
16,028
-2,291
525
$725K 0.01%
14,211
+163
19 20
21
22 23