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
151
$6.37M 0.17%
424,256
+18,161
152
$6.33M 0.17%
261,281
+35,364
153
$6.22M 0.17%
108,405
-13,882
154
$6.16M 0.17%
155,324
+48,891
155
$6.15M 0.17%
67,833
+1,343
156
$6.14M 0.17%
87,376
+297
157
$6.1M 0.16%
106,008
-2,308
158
$6M 0.16%
94,955
+409
159
$5.99M 0.16%
8,165
+1,004
160
$5.96M 0.16%
52,237
+7,016
161
$5.95M 0.16%
88,905
-460
162
$5.86M 0.16%
37,880
+4,909
163
$5.75M 0.16%
49,684
+2,203
164
$5.75M 0.16%
111,517
-1,263
165
$5.74M 0.16%
68,029
+29,594
166
$5.7M 0.15%
224,915
-89,584
167
$5.67M 0.15%
81,158
-3,286
168
$5.64M 0.15%
205,892
-5,294
169
$5.63M 0.15%
186,262
-1,849
170
$5.47M 0.15%
176,033
+23,408
171
$5.46M 0.15%
147,711
-6,812
172
$5.43M 0.15%
+70,992
173
$5.43M 0.15%
91,005
-184
174
$5.39M 0.15%
111,575
+9,928
175
$5.39M 0.15%
133,675
+6,945
5 6
7
8 9