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
601
$381K 0.01%
6,729
-4,671
602
$381K 0.01%
5,432
+236
603
$380K 0.01%
3,136
-957
604
$378K 0.01%
7,146
+1,294
605
$375K 0.01%
15,917
606
$373K 0.01%
9,525
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607
$373K 0.01%
3,015
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608
$372K 0.01%
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+13
609
$367K 0.01%
3,187
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610
$366K 0.01%
5,758
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611
$366K 0.01%
35,386
-2,163
612
$364K 0.01%
11,466
-488
613
$364K 0.01%
3,624
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614
$362K 0.01%
5,955
-2,086
615
$361K 0.01%
5,036
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616
$356K 0.01%
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617
$356K 0.01%
12,092
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618
$351K 0.01%
3,861
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619
$348K 0.01%
11,236
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620
$347K 0.01%
+43,640
621
$345K 0.01%
3,325
622
$342K 0.01%
13,419
+2,376
623
$342K 0.01%
5,316
+597
624
$340K 0.01%
4,670
-10
625
$340K 0.01%
28,671
-5,363
23 24
25
26 27