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
651
$358K 0.01%
16,282
+2,739
652
$355K 0.01%
1,135
-285
653
$354K 0.01%
3,843
+508
654
$352K 0.01%
6,432
-215
655
$352K 0.01%
2,634
656
$350K 0.01%
1,885
-90
657
$349K 0.01%
4,766
-144
658
$348K 0.01%
2,927
-185
659
$343K 0.01%
7,397
+687
660
$341K 0.01%
6,602
+1,393
661
$337K 0.01%
73,655
-314,240
662
$334K 0.01%
+6,222
663
$330K 0.01%
14,280
+450
664
$329K 0.01%
+1,626
665
$327K 0.01%
+2,697
666
$325K 0.01%
12,906
-746
667
$324K 0.01%
4,105
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668
$323K 0.01%
7,546
-560
669
$322K 0.01%
3,227
-1,532
670
$320K 0.01%
5,045
-24
671
$318K 0.01%
10,904
+74
672
$317K 0.01%
9,294
-1,976
673
$314K 0.01%
8,154
-4,252
674
$314K 0.01%
2,571
+508
675
$313K 0.01%
2,902
+693
25 26
27
28 29