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
551
$471K 0.01%
4,776
+845
552
$467K 0.01%
20,821
-523
553
$462K 0.01%
10,772
+328
554
$461K 0.01%
7,551
+2,857
555
$460K 0.01%
2,555
-201
556
$460K 0.01%
12,352
+1,423
557
$459K 0.01%
3,208
558
$456K 0.01%
6,294
+2,520
559
$456K 0.01%
7,324
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560
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+12,400
561
$448K 0.01%
6,706
-230
562
$444K 0.01%
32,568
+3,737
563
$443K 0.01%
6,950
+153
564
$442K 0.01%
8,470
-533
565
$441K 0.01%
2,557
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566
$434K 0.01%
18,524
+2,378
567
$434K 0.01%
10,614
-1,686
568
$434K 0.01%
2,273
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569
$434K 0.01%
25,346
+10,572
570
$434K 0.01%
9,829
+60
571
$433K 0.01%
13,872
-4,479
572
$431K 0.01%
22,450
-1,505
573
$429K 0.01%
4,588
+271
574
$429K 0.01%
4,638
+1,273
575
$427K 0.01%
+40,852
21 22
23
24 25