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
626
$338K 0.01%
8,387
+585
627
$338K 0.01%
6,259
-896
628
$337K 0.01%
3,666
-120
629
$336K 0.01%
8,079
-17,315
630
$336K 0.01%
7,601
-4,181
631
$334K 0.01%
8,514
+1,971
632
$327K 0.01%
11,154
+2,541
633
$327K 0.01%
3,774
-669
634
$325K 0.01%
10,958
+377
635
$321K 0.01%
7,900
636
$320K 0.01%
6,252
+370
637
$319K 0.01%
+3,975
638
$318K 0.01%
11,793
+235
639
$317K 0.01%
3,621
+477
640
$317K 0.01%
6,720
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641
$316K 0.01%
7,632
+1,946
642
$315K 0.01%
17,596
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643
$314K 0.01%
+8,586
644
$313K 0.01%
6,556
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645
$313K 0.01%
16,893
-3,848
646
$312K 0.01%
476
+21
647
$311K 0.01%
23,471
-3,314
648
$311K 0.01%
700
+180
649
$309K 0.01%
33,948
+1,978
650
$309K 0.01%
3,235
-120
24 25
26
27 28