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
101
$13.7M 0.25%
171,428
+6,698
102
$13.7M 0.25%
75,983
+25,398
103
$13.7M 0.25%
120,493
+5,493
104
$13.7M 0.25%
333,227
+21,023
105
$13.2M 0.24%
248,098
+3,604
106
$13.1M 0.24%
133,695
-3,251
107
$13.1M 0.24%
252,296
-7,682
108
$13M 0.23%
191,613
-4,890
109
$12.7M 0.23%
837,110
-84,590
110
$12.7M 0.23%
152,470
-13,162
111
$12.6M 0.23%
409,384
112
$12.6M 0.23%
126,610
-4,673
113
$12.5M 0.22%
405,512
-112,163
114
$12.3M 0.22%
138,212
-6,236
115
$12.3M 0.22%
53,972
-6,042
116
$12.3M 0.22%
364,212
-710
117
$12.2M 0.22%
104,618
+13
118
$11.8M 0.21%
43,895
+4,523
119
$11.8M 0.21%
122,166
+4,121
120
$11.7M 0.21%
115,628
+7,894
121
$11.4M 0.21%
123,840
+4,708
122
$11.3M 0.2%
256,732
+7,567
123
$11.2M 0.2%
166,040
+1,816
124
$11.1M 0.2%
94,639
-10,499
125
$11.1M 0.2%
73,719
-7,733
3 4
5
6 7