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
776
$112K ﹤0.01%
2,526
-2,730
777
$109K ﹤0.01%
2,961
+127
778
$108K ﹤0.01%
3,871
-2,823
779
$93K ﹤0.01%
+3,144
780
$90K ﹤0.01%
10,512
-22
781
$83K ﹤0.01%
10,093
-2,000
782
$83K ﹤0.01%
1,375
-973
783
$77K ﹤0.01%
+10,000
784
$74K ﹤0.01%
+940
785
$73K ﹤0.01%
+1,840
786
$69K ﹤0.01%
+1,800
787
$69K ﹤0.01%
+756
788
$67K ﹤0.01%
3,403
789
$62K ﹤0.01%
10,900
-128
790
$57K ﹤0.01%
+702
791
$54K ﹤0.01%
+587
792
$53K ﹤0.01%
+1,070
793
$53K ﹤0.01%
+301
794
$52K ﹤0.01%
+1,100
795
$51K ﹤0.01%
+1,557
796
$46K ﹤0.01%
+2,480
797
$45K ﹤0.01%
+2,000
798
$43K ﹤0.01%
+967
799
$41K ﹤0.01%
+1,570
800
$38K ﹤0.01%
+592
30 31
32
33 34