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
551
$619K 0.01%
26,558
+2,811
552
$617K 0.01%
18,423
-577
553
$610K 0.01%
19,795
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554
$608K 0.01%
5,570
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555
$599K 0.01%
6,887
+430
556
$598K 0.01%
18,895
-302
557
$597K 0.01%
17,620
+58
558
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41,000
-4,128
559
$583K 0.01%
8,106
-240
560
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32,597
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561
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9,375
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562
$573K 0.01%
1,601
+24
563
$563K 0.01%
3,487
+504
564
$559K 0.01%
7,328
-3,852
565
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566
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11,510
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567
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3,657
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568
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569
$548K 0.01%
13,327
-505
570
$546K 0.01%
17,585
-10,965
571
$545K 0.01%
2,962
-1,367
572
$543K 0.01%
+6,344
573
$528K 0.01%
5,266
574
$528K 0.01%
2,770
+117
575
$523K 0.01%
28,475
+1,392
21 22
23
24 25