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
126
$8.09M 0.22%
54,619
-1,791
127
$8.08M 0.22%
240,251
+25,242
128
$7.88M 0.21%
151,375
+15,177
129
$7.75M 0.21%
272,360
-16,052
130
$7.74M 0.21%
68,844
+4,871
131
$7.72M 0.21%
270,276
+46,756
132
$7.66M 0.21%
41,423
-4,722
133
$7.61M 0.21%
116,114
-996
134
$7.61M 0.21%
154,654
-197
135
$7.55M 0.2%
85,789
+2,288
136
$7.49M 0.2%
59,983
+451
137
$7.46M 0.2%
133,718
-11,647
138
$7.46M 0.2%
73,975
-2,088
139
$7.41M 0.2%
154,343
+36,346
140
$7.39M 0.2%
434,235
+78,474
141
$7.37M 0.2%
77,020
+47,164
142
$7.34M 0.2%
94,403
+31,509
143
$7.33M 0.2%
133,352
+15,757
144
$7.19M 0.19%
82,331
+45,026
145
$7.19M 0.19%
77,505
-4,176
146
$7.04M 0.19%
62,465
+1,464
147
$7M 0.19%
68,596
+1,260
148
$6.66M 0.18%
158,840
+10,339
149
$6.54M 0.18%
121,046
+86,294
150
$6.42M 0.17%
73,307
-3,743
4 5
6
7 8