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
201
$4.19M 0.12%
93,977
+9,639
202
$4.14M 0.12%
151,152
-3,852
203
$4.09M 0.12%
82,987
-5,152
204
$4.04M 0.12%
34,307
+3,742
205
$3.96M 0.11%
32,463
-3,372
206
$3.87M 0.11%
36,100
-2,339
207
$3.87M 0.11%
410,363
-2,686
208
$3.84M 0.11%
37,305
+3,722
209
$3.83M 0.11%
52,842
+11,212
210
$3.8M 0.11%
204,340
-44,800
211
$3.8M 0.11%
62,916
-108
212
$3.8M 0.11%
12,754
+4,402
213
$3.78M 0.11%
76,510
+13,503
214
$3.66M 0.11%
43,920
+4,491
215
$3.65M 0.1%
382,693
+28,015
216
$3.63M 0.1%
44,239
-11,802
217
$3.59M 0.1%
178,067
+153,789
218
$3.58M 0.1%
667,555
-66,905
219
$3.56M 0.1%
46,048
+8,334
220
$3.54M 0.1%
52,075
-12,280
221
$3.53M 0.1%
218,110
-953
222
$3.48M 0.1%
14,720
+2,928
223
$3.45M 0.1%
9,438
-1,414
224
$3.45M 0.1%
181,062
-3,273
225
$3.41M 0.1%
85,611
-3,396
7 8
9
10 11