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
76
$13.8M 0.37%
121,309
+319
77
$13.8M 0.37%
318,822
+196,934
78
$13M 0.35%
116,371
-9,880
79
$12.9M 0.35%
101,025
-4,567
80
$12.8M 0.35%
235,348
-2,570
81
$12.7M 0.34%
867,155
+131,462
82
$12.6M 0.34%
213,802
+5,400
83
$12.4M 0.33%
440,507
+5,727
84
$12.1M 0.33%
178,966
+27,644
85
$12.1M 0.33%
124,529
+56,508
86
$12M 0.33%
228,742
+16,545
87
$11.8M 0.32%
311,471
-133,423
88
$11.8M 0.32%
150,164
+167
89
$11.8M 0.32%
192,470
-12,607
90
$11.6M 0.31%
239,480
+11,712
91
$11.6M 0.31%
104,090
+44,080
92
$11.5M 0.31%
194,492
-507
93
$11.2M 0.3%
105,542
+41,871
94
$11.2M 0.3%
131,102
+1,423
95
$11.1M 0.3%
241,394
-668
96
$10.8M 0.29%
16,550
97
$10.7M 0.29%
320,137
+22,309
98
$10.6M 0.29%
242,391
+15,035
99
$10.6M 0.29%
557,495
-9,186
100
$10.5M 0.28%
156,538
+6,270
2 3
4
5 6