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
701
$272K ﹤0.01%
2,455
-6
702
$269K ﹤0.01%
+1,179
703
$268K ﹤0.01%
9,531
-540
704
$267K ﹤0.01%
1,510
+81
705
$267K ﹤0.01%
7,353
706
$261K ﹤0.01%
6,425
-73
707
$255K ﹤0.01%
1,855
+15
708
$254K ﹤0.01%
2,814
-1,625
709
$252K ﹤0.01%
2,568
-730
710
$250K ﹤0.01%
+4,515
711
$249K ﹤0.01%
6,318
-143
712
$248K ﹤0.01%
14,847
+1,402
713
$245K ﹤0.01%
27,795
714
$245K ﹤0.01%
6,710
-395
715
$245K ﹤0.01%
2,925
-1,499
716
$244K ﹤0.01%
+5,588
717
$244K ﹤0.01%
17,594
-1,417
718
$242K ﹤0.01%
1,675
-111
719
$241K ﹤0.01%
2,528
-255
720
$240K ﹤0.01%
25,693
+13,000
721
$239K ﹤0.01%
308
+3
722
$234K ﹤0.01%
+6,440
723
$234K ﹤0.01%
+4,592
724
$232K ﹤0.01%
+7,019
725
$231K ﹤0.01%
+841
27 28
29
30 31