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
$3.48B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.91M
3
+$6.59M
4
IBM icon
IBM
IBM
+$6.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.77M

Top Sells

1
+$8M
2
+$5.88M
3
+$5.26M
4
CNC icon
Centene
CNC
+$4.58M
5
BAX icon
Baxter International
BAX
+$3.67M

Sector Composition

1 Financials 11.51%
2 Healthcare 10.8%
3 Technology 9.92%
4 Industrials 8.42%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$150K ﹤0.01%
+14,100
777
$128K ﹤0.01%
+11,078
778
$122K ﹤0.01%
19,443
779
$119K ﹤0.01%
+10,433
780
$107K ﹤0.01%
+1,846
781
$103K ﹤0.01%
+11,737
782
$102K ﹤0.01%
+240
783
$101K ﹤0.01%
10,534
-201
784
$100K ﹤0.01%
+12,265
785
$99K ﹤0.01%
12,093
786
$89K ﹤0.01%
10,000
787
$86K ﹤0.01%
2,834
+337
788
$68K ﹤0.01%
3,403
789
$58K ﹤0.01%
16,305
-2,182
790
$52K ﹤0.01%
11,028
791
$29K ﹤0.01%
10,000
792
$26K ﹤0.01%
12,010
793
– –
-6,613
794
– –
-2,992
795
– –
-5,048
796
– –
-2,272
797
– –
-10,520
798
– –
-12,110
799
– –
-4,159
800
– –
-1,529
30 31
32
33 34