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
701
$243K 0.01%
2,616
-323
702
$242K 0.01%
1,418
-73
703
$241K 0.01%
2,149
+187
704
$241K 0.01%
3,544
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705
$240K 0.01%
5,176
-187
706
$239K 0.01%
3,223
-1,647
707
$239K 0.01%
6,600
708
$239K 0.01%
+1,545
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$239K 0.01%
2,245
-36
710
$238K 0.01%
9,268
-3,029
711
$237K 0.01%
6,331
-1,198
712
$236K 0.01%
3,456
-436
713
$234K 0.01%
3,521
-650
714
$234K 0.01%
+11,115
715
$233K 0.01%
2,157
-155
716
$232K 0.01%
+3,314
717
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9,450
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718
$231K 0.01%
5,424
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719
$231K 0.01%
4,564
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720
$230K 0.01%
21,567
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721
$229K 0.01%
4,219
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722
$228K 0.01%
+3,460
723
$227K 0.01%
4,203
-995
724
$226K 0.01%
6,138
-1,041
725
$226K 0.01%
+3,702
27 28
29
30 31