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
51
$27.1M 0.49%
324,006
+37,644
52
$26.8M 0.48%
371,399
-20,324
53
$26.4M 0.47%
499,299
-7,864
54
$25.4M 0.46%
224,758
+2,496
55
$24.8M 0.45%
153,876
-665
56
$24.6M 0.44%
407,180
+5,060
57
$23.2M 0.42%
284,584
-5,946
58
$23M 0.41%
779,107
-872
59
$22.2M 0.4%
1,191,222
+1,210
60
$21.8M 0.39%
197,051
-829
61
$21.5M 0.39%
251,776
+1,349
62
$21.1M 0.38%
101,769
+2,271
63
$21M 0.38%
290,138
-24,788
64
$21M 0.38%
592,235
-23,466
65
$20.9M 0.38%
237,418
-5,385
66
$20.8M 0.37%
236,331
-19,282
67
$20.6M 0.37%
117,151
-1,469
68
$20.6M 0.37%
367,666
-7,076
69
$20.5M 0.37%
99,312
-1,534
70
$20.4M 0.37%
54,742
-2,223
71
$20.3M 0.36%
124,390
+1,039
72
$19.9M 0.36%
242,238
+1,119
73
$19.9M 0.36%
238,032
+23,530
74
$19.5M 0.35%
174,150
-3,426
75
$19.2M 0.34%
168,395
-14,658
1 2
3
4 5