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
651
$308K 0.01%
5,674
-858
652
$307K 0.01%
14,686
-148
653
$305K 0.01%
+26,986
654
$302K 0.01%
3,293
655
$300K 0.01%
6,610
-3,232
656
$299K 0.01%
5,674
+1,141
657
$296K 0.01%
13,722
+2,876
658
$293K 0.01%
3,080
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659
$290K 0.01%
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-553
660
$290K 0.01%
6,353
-89
661
$290K 0.01%
5,954
-418
662
$290K 0.01%
+3,431
663
$288K 0.01%
3,597
-900
664
$288K 0.01%
6,333
-475
665
$287K 0.01%
3,149
-155
666
$287K 0.01%
5,593
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667
$285K 0.01%
2,460
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668
$285K 0.01%
28,486
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669
$284K 0.01%
2,296
-45
670
$282K 0.01%
9,139
+14
671
$280K 0.01%
8,435
+2,014
672
$276K 0.01%
5,000
673
$275K 0.01%
8,295
-1,861
674
$272K 0.01%
+5,619
675
$269K 0.01%
+6,100
25 26
27
28 29