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
526
$521K 0.01%
4,944
+1,307
527
$519K 0.01%
16,529
-868
528
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8,729
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531
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5,409
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532
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61,820
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8,665
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535
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536
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7,970
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537
$493K 0.01%
23,649
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538
$489K 0.01%
7,615
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539
$489K 0.01%
7,427
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544
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545
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3,459
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$479K 0.01%
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547
$473K 0.01%
7,100
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548
$473K 0.01%
34,920
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549
$472K 0.01%
1,993
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550
$471K 0.01%
24,801
-95
20 21
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