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
526
$502K 0.01%
2,706
-272
527
$499K 0.01%
11,782
+3,494
528
$498K 0.01%
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529
$498K 0.01%
18,369
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530
$497K 0.01%
21,257
-25
531
$496K 0.01%
4,339
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532
$496K 0.01%
12,300
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533
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534
$494K 0.01%
21,396
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535
$489K 0.01%
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536
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537
$479K 0.01%
9,842
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538
$478K 0.01%
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539
$474K 0.01%
6,894
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540
$473K 0.01%
27,810
-169
541
$470K 0.01%
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24,896
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545
$451K 0.01%
20,741
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546
$450K 0.01%
2,616
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547
$449K 0.01%
5,592
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548
$446K 0.01%
5,337
+1,693
549
$435K 0.01%
10,929
+2,004
550
$435K 0.01%
29,420
+17,020
20 21
22
23 24