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
126
$7.47M 0.21%
216,696
+30,388
127
$7.38M 0.21%
76,063
+147
128
$7.27M 0.21%
63,973
-1,192
129
$7.07M 0.2%
223,520
+42,246
130
$7.06M 0.2%
77,050
-898
131
$6.98M 0.2%
215,009
+33,720
132
$6.95M 0.2%
81,681
+1,505
133
$6.95M 0.2%
67,336
-404
134
$6.94M 0.2%
61,001
-2,128
135
$6.85M 0.2%
49,688
-915
136
$6.82M 0.2%
63,671
+6,161
137
$6.82M 0.2%
60,010
-1,287
138
$6.76M 0.19%
68,021
+11,343
139
$6.58M 0.19%
83,501
+4,460
140
$6.58M 0.19%
148,501
+13,743
141
$6.55M 0.19%
406,095
+32,755
142
$6.45M 0.19%
112,780
-17,216
143
$6.33M 0.18%
89,365
+8,300
144
$6.29M 0.18%
87,079
-2,728
145
$6.27M 0.18%
56,684
+2,698
146
$6.19M 0.18%
122,287
+18,343
147
$6.18M 0.18%
108,316
-25,806
148
$6.17M 0.18%
118,508
+97,729
149
$6M 0.17%
84,444
+4,668
150
$5.99M 0.17%
42,654
-7,096
4 5
6
7 8