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
$5.56B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$20.3M
3
+$16.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$9.25M

Top Sells

1
+$10.7M
2
+$8.15M
3
+$6.75M
4
AAPL icon
Apple
AAPL
+$5.47M
5
SNY icon
Sanofi
SNY
+$4.61M

Sector Composition

1 Technology 11.94%
2 Financials 11.56%
3 Healthcare 10.56%
4 Industrials 7.72%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18.8M 0.34%
178,477
-27,395
77
$18.2M 0.33%
185,430
+5,208
78
$18M 0.32%
224,189
-3,904
79
$17.7M 0.32%
214,068
-6,086
80
$17.6M 0.32%
263,258
+11,826
81
$17.5M 0.31%
333,043
-4,110
82
$17.4M 0.31%
305,679
+63,791
83
$17.1M 0.31%
303,292
-9,656
84
$17M 0.31%
103,371
+3,468
85
$17M 0.31%
273,873
+9,659
86
$17M 0.31%
152,428
+1,909
87
$17M 0.3%
281,221
-3,501
88
$16.9M 0.3%
524,236
-8,965
89
$16.8M 0.3%
326,193
+18,274
90
$16.8M 0.3%
103,332
-119
91
$16.3M 0.29%
104,460
+3,956
92
$16M 0.29%
207,565
-15,241
93
$15.9M 0.29%
202,146
+1,529
94
$15.4M 0.28%
144,510
+32,919
95
$15.3M 0.28%
141,667
-6,807
96
$15.2M 0.27%
208,624
+13,540
97
$15.1M 0.27%
195,265
-2,563
98
$14.8M 0.27%
277,115
+11,754
99
$14.4M 0.26%
67,050
+3,803
100
$13.8M 0.25%
225,988
-13,206
2 3
4
5 6