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
626
$398K 0.01%
7,170
-415
627
$398K 0.01%
22,820
+1,167
628
$397K 0.01%
14,485
+1,105
629
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3,355
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630
$392K 0.01%
18,489
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631
$391K 0.01%
1,873
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632
$389K 0.01%
7,380
633
$386K 0.01%
8,287
-1,228
634
$386K 0.01%
10,048
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635
$385K 0.01%
8,635
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636
$384K 0.01%
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637
$383K 0.01%
8,090
-1,135
638
$383K 0.01%
17,231
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639
$380K 0.01%
31,553
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640
$379K 0.01%
23,258
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643
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644
$370K 0.01%
10,356
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$369K 0.01%
6,496
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646
$369K 0.01%
2,590
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647
$368K 0.01%
10,120
-6,628
648
$365K 0.01%
3,121
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649
$362K 0.01%
18,445
+2,363
650
$360K 0.01%
15,878
+698
24 25
26
27 28