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
176
$7.16M 0.13%
124,672
-9,269
177
$7.11M 0.13%
33,055
+1,539
178
$7.06M 0.13%
382,941
-74,938
179
$7.04M 0.13%
52,933
+6,431
180
$7.04M 0.13%
122,499
-21,112
181
$7.04M 0.13%
75,215
+11,931
182
$7.03M 0.13%
141,104
-17,379
183
$7.03M 0.13%
47,595
+1,061
184
$7.03M 0.13%
37,502
-345
185
$7.02M 0.13%
46,695
+895
186
$6.92M 0.12%
158,683
+1,039
187
$6.82M 0.12%
168,198
-5,947
188
$6.78M 0.12%
157,770
+3,616
189
$6.77M 0.12%
287,372
+5,396
190
$6.75M 0.12%
80,695
-7,701
191
$6.73M 0.12%
16,655
+1,665
192
$6.66M 0.12%
46,135
+1,993
193
$6.59M 0.12%
85,206
-1,445
194
$6.57M 0.12%
74,683
+3,054
195
$6.54M 0.12%
75,914
-11,046
196
$6.48M 0.12%
28,982
+292
197
$6.42M 0.12%
105,590
-19,222
198
$6.32M 0.11%
99,048
+68,574
199
$6.31M 0.11%
1,000,994
+149,361
200
$6.3M 0.11%
202,219
+869
6 7
8
9 10