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
801
$38K ﹤0.01%
+1,000
802
$35K ﹤0.01%
+880
803
$34K ﹤0.01%
+670
804
$32K ﹤0.01%
807
-4,659
805
$31K ﹤0.01%
10,000
806
$28K ﹤0.01%
+875
807
$22K ﹤0.01%
+353
808
$20K ﹤0.01%
+460
809
$20K ﹤0.01%
12,010
810
$19K ﹤0.01%
+747
811
$19K ﹤0.01%
+400
812
$17K ﹤0.01%
+2,760
813
$16K ﹤0.01%
+1,051
814
$13K ﹤0.01%
+593
815
$12K ﹤0.01%
+480
816
$4K ﹤0.01%
+100
817
$3K ﹤0.01%
80
-1,766
818
$1K ﹤0.01%
+62
819
$1K ﹤0.01%
+33
820
– –
-1,278
821
– –
-4,630
822
– –
-4,512
823
– –
-2,985
824
– –
-4,357
825
$0 ﹤0.01%
+1
31 32
33
34 35