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
176
$5M 0.14%
32,971
+1,668
177
$4.99M 0.14%
67,674
+13,923
178
$4.91M 0.14%
62,894
+1,397
179
$4.9M 0.14%
270,764
+55,245
180
$4.81M 0.14%
188,111
+29,455
181
$4.81M 0.14%
620,885
+130,449
182
$4.8M 0.14%
36,411
+1,915
183
$4.72M 0.14%
45,221
+17,201
184
$4.68M 0.13%
132,192
+1,959
185
$4.67M 0.13%
30,809
-20,987
186
$4.67M 0.13%
344,371
+23,574
187
$4.54M 0.13%
41,540
+3,080
188
$4.51M 0.13%
57,782
+12,574
189
$4.5M 0.13%
152,625
+40,361
190
$4.47M 0.13%
73,400
-4,298
191
$4.44M 0.13%
65,400
-3,246
192
$4.43M 0.13%
31,962
-1,104
193
$4.42M 0.13%
7,161
+961
194
$4.39M 0.13%
139,965
+15,243
195
$4.38M 0.13%
136,868
-12,538
196
$4.31M 0.12%
153,450
-900
197
$4.29M 0.12%
101,387
+50,709
198
$4.26M 0.12%
63,692
-3,715
199
$4.24M 0.12%
106,433
+13,967
200
$4.2M 0.12%
111,865
+8,150
6 7
8
9 10