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
126
$11M 0.2%
78,953
-13,188
127
$10.7M 0.19%
112,690
-2,687
128
$10.4M 0.19%
86,235
-9,293
129
$10.3M 0.18%
50,089
+281
130
$9.91M 0.18%
166,509
+10,177
131
$9.65M 0.17%
10,924
-1,558
132
$9.63M 0.17%
54,217
-1,841
133
$9.56M 0.17%
124,063
-22,436
134
$9.52M 0.17%
129,921
-4,031
135
$9.48M 0.17%
87,846
+19,809
136
$9.47M 0.17%
147,070
-5,792
137
$9.33M 0.17%
41,906
+2,263
138
$9.33M 0.17%
132,710
+5,024
139
$9.3M 0.17%
69,590
-332
140
$9.22M 0.17%
333,285
-2,385
141
$9.2M 0.17%
167,341
-17,244
142
$9.11M 0.16%
70,175
-6,674
143
$8.96M 0.16%
25,894
-381
144
$8.91M 0.16%
305,806
+2,944
145
$8.83M 0.16%
287,045
+73,267
146
$8.79M 0.16%
47,893
+8,996
147
$8.76M 0.16%
135,986
-8,046
148
$8.74M 0.16%
58,397
-876
149
$8.7M 0.16%
107,810
-3,128
150
$8.65M 0.16%
302,565
-2,850
4 5
6
7 8