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
751
$202K ﹤0.01%
+5,519
752
$202K ﹤0.01%
4,368
-705
753
$198K ﹤0.01%
14,936
+329
754
$194K ﹤0.01%
17,506
-1,000
755
$176K ﹤0.01%
10,222
+84
756
$173K ﹤0.01%
36,392
+591
757
$167K ﹤0.01%
12,128
-2,156
758
$164K ﹤0.01%
16,439
+669
759
$155K ﹤0.01%
10,053
760
$151K ﹤0.01%
11,874
761
$151K ﹤0.01%
3,686
-1,884
762
$144K ﹤0.01%
1,000
763
$135K ﹤0.01%
14,167
+342
764
$133K ﹤0.01%
10,337
+157
765
$127K ﹤0.01%
+11,314
766
$121K ﹤0.01%
11,471
+100
767
$120K ﹤0.01%
23,498
-10,182
768
$118K ﹤0.01%
21,434
-379,819
769
$110K ﹤0.01%
10,980
-8,419
770
$106K ﹤0.01%
10,354
771
$85K ﹤0.01%
13,001
772
$73K ﹤0.01%
+82
773
$66K ﹤0.01%
12,367
+20
774
$65K ﹤0.01%
1,022
-33
775
– –
-100,000
28 29 30
31
32