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
551
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6,644
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552
$431K 0.01%
4,217
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555
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$422K 0.01%
45,475
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557
$421K 0.01%
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559
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$408K 0.01%
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564
$404K 0.01%
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565
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34,034
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$396K 0.01%
6,474
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573
$394K 0.01%
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574
$392K 0.01%
10,434
575
$391K 0.01%
3,368
+960