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
151
$8.36M 0.15%
114,301
-10,244
152
$8.35M 0.15%
211,654
+79,840
153
$8.33M 0.15%
116,317
-17,624
154
$8.31M 0.15%
363,339
+14,853
155
$8.28M 0.15%
54,286
+5,000
156
$8.28M 0.15%
164,872
-6,458
157
$8.25M 0.15%
151,451
-12,039
158
$8.21M 0.15%
186,101
-17,102
159
$8.2M 0.15%
93,381
+10,582
160
$8.17M 0.15%
309,655
-32,354
161
$8.16M 0.15%
62,793
+2,632
162
$8.14M 0.15%
90,139
+57,480
163
$8.13M 0.15%
72,086
+3,307
164
$8M 0.14%
413,882
-61,650
165
$7.71M 0.14%
358,153
-2,210
166
$7.68M 0.14%
141,967
-16,814
167
$7.57M 0.14%
102,961
+2,241
168
$7.57M 0.14%
171,427
-4,437
169
$7.54M 0.14%
185,933
+90,081
170
$7.47M 0.13%
160,312
+148
171
$7.34M 0.13%
50,782
-3,072
172
$7.29M 0.13%
31,859
-1,545
173
$7.25M 0.13%
24,763
+9,716
174
$7.19M 0.13%
159,138
-1,502
175
$7.18M 0.13%
170,316
+2,529
5 6
7
8 9