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
751
$207K 0.01%
5,520
-162
752
$206K 0.01%
7,151
-1,053
753
$204K 0.01%
110,000
754
$204K 0.01%
2,909
-3,335
755
$203K 0.01%
5,011
-1,612
756
$203K 0.01%
1,730
-39
757
$202K 0.01%
+1,922
758
$202K 0.01%
+1,900
759
$202K 0.01%
15,373
-4,504
760
$201K 0.01%
6,964
761
$201K 0.01%
15,000
-1,422
762
$201K 0.01%
+5,738
763
$192K 0.01%
15,594
+593
764
$190K 0.01%
+15,000
765
$183K ﹤0.01%
12,200
-2,680
766
$178K ﹤0.01%
17,839
+3,739
767
$167K ﹤0.01%
10,423
-1,838
768
$151K ﹤0.01%
16,908
+6,908
769
$148K ﹤0.01%
+3,300
770
$148K ﹤0.01%
+6,811
771
$142K ﹤0.01%
+1,783
772
$137K ﹤0.01%
21,665
+2,222
773
$120K ﹤0.01%
10,218
-860
774
$116K ﹤0.01%
+6,375
775
$115K ﹤0.01%
10,553
+120
29 30
31
32 33