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
726
$231K ﹤0.01%
5,000
727
$229K ﹤0.01%
4,620
+391
728
$228K ﹤0.01%
5,889
-340
729
$225K ﹤0.01%
+5,589
730
$225K ﹤0.01%
11,262
+124
731
$225K ﹤0.01%
554
+34
732
$224K ﹤0.01%
+1,880
733
$222K ﹤0.01%
17,313
-1,091
734
$220K ﹤0.01%
5,633
+127
735
$219K ﹤0.01%
16,073
+278
736
$217K ﹤0.01%
7,245
-802
737
$214K ﹤0.01%
+13,994
738
$213K ﹤0.01%
5,852
+127
739
$212K ﹤0.01%
+3,750
740
$212K ﹤0.01%
+2,760
741
$211K ﹤0.01%
713
-44
742
$211K ﹤0.01%
+6,782
743
$210K ﹤0.01%
5,877
-200
744
$209K ﹤0.01%
11,440
+1,350
745
$208K ﹤0.01%
+5,579
746
$207K ﹤0.01%
+4,715
747
$207K ﹤0.01%
+7,686
748
$206K ﹤0.01%
13,115
-97
749
$205K ﹤0.01%
+6,615
750
$202K ﹤0.01%
16,498
+234
28 29
30
31 32