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
76
$13.1M 0.38%
265,747
+67,415
77
$12.8M 0.37%
205,077
-6,353
78
$12.7M 0.36%
120,990
-5,150
79
$12.5M 0.36%
236,816
+9,158
80
$12.4M 0.36%
208,402
+3,336
81
$12.4M 0.36%
297,828
+27,572
82
$12.3M 0.35%
434,780
+24,067
83
$12.2M 0.35%
566,681
-61,589
84
$12.2M 0.35%
478,238
-101,314
85
$12M 0.34%
212,197
+13,201
86
$11.9M 0.34%
181,881
-2,171
87
$11.7M 0.34%
152,407
+11,340
88
$11.5M 0.33%
181,893
-995
89
$11.4M 0.33%
183,597
-40,796
90
$11.4M 0.33%
149,997
+143
91
$11.3M 0.32%
129,679
+13,132
92
$11.2M 0.32%
408,335
+4,723
93
$11.2M 0.32%
194,999
-43,364
94
$11.2M 0.32%
150,268
-10,052
95
$11.2M 0.32%
227,768
+1,752
96
$10.6M 0.31%
452,517
-42,098
97
$10.5M 0.3%
145,365
+19,473
98
$10.5M 0.3%
16,550
99
$10.3M 0.3%
735,693
+13,541
100
$10.3M 0.29%
125,237
-228
2 3
4
5 6