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
676
$269K 0.01%
6,344
+471
677
$269K 0.01%
4,450
-322
678
$269K 0.01%
16,176
-6,114
679
$269K 0.01%
16,530
-927
680
$267K 0.01%
1,446
-115
681
$267K 0.01%
7,017
-57
682
$266K 0.01%
11,607
-5,661
683
$265K 0.01%
3,325
684
$265K 0.01%
+5,078
685
$263K 0.01%
+3,702
686
$263K 0.01%
7,090
-1,702
687
$261K 0.01%
5,551
-662
688
$261K 0.01%
2,014
-22
689
$261K 0.01%
5,032
-1,551
690
$260K 0.01%
8,914
+613
691
$259K 0.01%
+2,252
692
$259K 0.01%
2,864
693
$257K 0.01%
3,325
694
$255K 0.01%
4,582
695
$252K 0.01%
3,657
-109
696
$252K 0.01%
3,723
-1,106
697
$249K 0.01%
4,379
-700
698
$246K 0.01%
9,703
+1,010
699
$246K 0.01%
13,076
-5,293
700
$245K 0.01%
2,113
+25
26 27
28
29 30