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
51
$17.6M 0.48%
107,452
-14,551
52
$17.4M 0.47%
97,619
-17,299
53
$17.4M 0.47%
148,412
-12,962
54
$17.1M 0.46%
254,053
+72,172
55
$17M 0.46%
125,101
-2,202
56
$16.8M 0.45%
260,598
+18,798
57
$16.7M 0.45%
556,320
+10,352
58
$16.6M 0.45%
171,438
+1,943
59
$16.6M 0.45%
816,762
-34,718
60
$16.5M 0.45%
247,924
+22,328
61
$16.5M 0.44%
289,758
+14,824
62
$16.1M 0.44%
181,592
-8,331
63
$16.1M 0.44%
380,596
+26,264
64
$15.7M 0.42%
146,782
-8,229
65
$15.7M 0.42%
225,827
-9,134
66
$15.5M 0.42%
309,317
-6,777
67
$15.4M 0.42%
426,477
-15,654
68
$15.2M 0.41%
498,633
+70,873
69
$15M 0.4%
544,680
+136,345
70
$15M 0.4%
278,257
+11,879
71
$14.9M 0.4%
296,901
+31,154
72
$14.7M 0.4%
208,120
+55,713
73
$14.5M 0.39%
174,266
-8,951
74
$14M 0.38%
287,077
+1,260
75
$13.9M 0.38%
264,462
+27,646
1 2
3
4 5