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
726
$226K 0.01%
2,393
-2,832
727
$225K 0.01%
3,872
+1
728
$225K 0.01%
5,567
-29
729
$225K 0.01%
+9,500
730
$224K 0.01%
5,444
-20,474
731
$222K 0.01%
1,843
-53
732
$222K 0.01%
+6,601
733
$220K 0.01%
12,099
+150
734
$220K 0.01%
+8,582
735
$220K 0.01%
+7,650
736
$218K 0.01%
+10,820
737
$218K 0.01%
3,759
-1,478
738
$218K 0.01%
+6,787
739
$216K 0.01%
2,903
-500
740
$216K 0.01%
7,795
-451
741
$215K 0.01%
7,328
-1,006
742
$215K 0.01%
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743
$214K 0.01%
1,341
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744
$214K 0.01%
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745
$212K 0.01%
5,501
-205
746
$211K 0.01%
+10,971
747
$211K 0.01%
2,844
-8
748
$210K 0.01%
20,357
+2,557
749
$209K 0.01%
293
-138
750
$208K 0.01%
3,010
-126
28 29
30
31 32