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
176
$5.38M 0.15%
350,368
+5,997
177
$5.33M 0.14%
96,075
+1,704
178
$5.32M 0.14%
598,953
-21,932
179
$5.29M 0.14%
463,258
180
$5.25M 0.14%
151,540
+10,867
181
$5.24M 0.14%
19,173
+513
182
$5.23M 0.14%
283,286
+12,522
183
$5.19M 0.14%
57,559
+461
184
$5.15M 0.14%
240,773
+192,985
185
$5.06M 0.14%
118,981
+17,594
186
$5M 0.14%
77,266
+54,184
187
$5M 0.14%
125,141
+13,276
188
$4.91M 0.13%
61,148
+43,902
189
$4.83M 0.13%
25,947
+506
190
$4.81M 0.13%
46,618
+33,026
191
$4.76M 0.13%
44,010
-12,674
192
$4.7M 0.13%
22,691
-4,775
193
$4.68M 0.13%
34,937
-7,717
194
$4.67M 0.13%
62,989
+10,147
195
$4.66M 0.13%
137,189
+4,997
196
$4.61M 0.12%
34,326
-2,085
197
$4.61M 0.12%
54,325
+33,484
198
$4.6M 0.12%
102,915
-10,610
199
$4.53M 0.12%
61,210
-7,482
200
$4.51M 0.12%
100,650
+6,673
6 7
8
9 10