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
576
$425K 0.01%
8,934
-2,310
577
$422K 0.01%
17,587
-217
578
$422K 0.01%
6,276
-1,395
579
$420K 0.01%
4,059
+537
580
$420K 0.01%
10,434
581
$415K 0.01%
9,320
-3,272
582
$413K 0.01%
9,961
+969
583
$409K 0.01%
5,190
+226
584
$408K 0.01%
5,024
-313
585
$407K 0.01%
+3,871
586
$404K 0.01%
3,516
+786
587
$404K 0.01%
4,618
-974
588
$401K 0.01%
8,161
+2,459
589
$401K 0.01%
9,352
590
$397K 0.01%
+15,530
591
$396K 0.01%
1,784
-47
592
$396K 0.01%
12,778
-7,673
593
$394K 0.01%
1,755
-4
594
$393K 0.01%
7,395
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595
$390K 0.01%
23,925
-2,405
596
$386K 0.01%
7,122
-4,478
597
$385K 0.01%
8,577
-4,056
598
$385K 0.01%
13,770
+698
599
$384K 0.01%
21,118
-5,782
600
$384K 0.01%
5,035
+115
22 23
24
25 26