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
$3.48B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.91M
3
+$6.59M
4
IBM icon
IBM
IBM
+$6.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.77M

Top Sells

1
+$8M
2
+$5.88M
3
+$5.26M
4
CNC icon
Centene
CNC
+$4.58M
5
BAX icon
Baxter International
BAX
+$3.67M

Sector Composition

1 Financials 11.51%
2 Healthcare 10.8%
3 Technology 9.92%
4 Industrials 8.42%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.7M 0.51%
851,480
+5,289
52
$17.4M 0.5%
316,094
-17,870
53
$17.2M 0.49%
114,918
-14,173
54
$17M 0.49%
687,938
+47,412
55
$16.9M 0.48%
109,929
+39,137
56
$16.6M 0.48%
202,168
-16,064
57
$16.6M 0.48%
444,894
-98,702
58
$16.5M 0.47%
189,923
-10,260
59
$16.4M 0.47%
169,495
-9,013
60
$16.2M 0.47%
155,011
+9,778
61
$15.8M 0.45%
161,374
-15,678
62
$15.8M 0.45%
241,800
+8,218
63
$15.5M 0.45%
442,131
-9,980
64
$15.4M 0.44%
545,968
+17,504
65
$15.3M 0.44%
183,217
+14,878
66
$15.2M 0.44%
354,332
-7,956
67
$15.2M 0.44%
140,459
-54,382
68
$15.1M 0.43%
266,378
+39,695
69
$14.6M 0.42%
225,596
-22,312
70
$14.3M 0.41%
126,251
-9,077
71
$14.3M 0.41%
285,817
+10,315
72
$14M 0.4%
105,592
+6,503
73
$13.4M 0.38%
427,760
-65,946
74
$13.2M 0.38%
237,918
+9,330
75
$13.1M 0.38%
274,934
+31,257
1 2
3
4 5