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
101
$10.4M 0.28%
169,720
-13,877
102
$10.4M 0.28%
184,033
+2,140
103
$9.99M 0.27%
103,320
-37,139
104
$9.86M 0.27%
90,611
+22,665
105
$9.79M 0.26%
123,107
-2,130
106
$9.48M 0.26%
8,235
-120
107
$9.35M 0.25%
354,449
-27,101
108
$9.31M 0.25%
197,381
+54
109
$9.31M 0.25%
409,799
-42,718
110
$9.1M 0.25%
125,115
+4,443
111
$9.04M 0.24%
247,226
+8,749
112
$8.85M 0.24%
72,571
-2,791
113
$8.79M 0.24%
125,920
+58,246
114
$8.73M 0.24%
233,942
+17,246
115
$8.68M 0.23%
82,751
+2,627
116
$8.66M 0.23%
161,454
-6,724
117
$8.62M 0.23%
236,571
+6,887
118
$8.38M 0.23%
203,692
-5,479
119
$8.37M 0.23%
160,566
+7,291
120
$8.34M 0.23%
438,016
-40,222
121
$8.32M 0.22%
419,577
+241,510
122
$8.27M 0.22%
174,150
+55,642
123
$8.19M 0.22%
63,460
+13,772
124
$8.15M 0.22%
76,454
-7,009
125
$8.13M 0.22%
137,373
+18,626
3 4
5
6 7