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
201
$4.42M 0.12%
76,715
+38,685
202
$4.36M 0.12%
173,437
-7,625
203
$4.28M 0.12%
74,675
-5,502
204
$4.22M 0.11%
69,456
+4,056
205
$4.2M 0.11%
38,960
-2,580
206
$4.18M 0.11%
78,661
+5,261
207
$4.15M 0.11%
31,656
-306
208
$4.13M 0.11%
132,778
-4,090
209
$4.07M 0.11%
429,249
+18,886
210
$4.04M 0.11%
153,450
211
$4M 0.11%
81,267
-1,720
212
$3.96M 0.11%
53,485
-4,297
213
$3.93M 0.11%
46,295
+11,992
214
$3.89M 0.11%
78,574
+2,064
215
$3.88M 0.1%
19,490
+5,339
216
$3.85M 0.1%
99,627
+14,016
217
$3.76M 0.1%
46,065
+1,826
218
$3.74M 0.1%
34,962
-1,138
219
$3.74M 0.1%
126,868
-13,097
220
$3.72M 0.1%
396,864
+14,171
221
$3.68M 0.1%
169,720
-34,620
222
$3.67M 0.1%
30,447
-2,016
223
$3.67M 0.1%
15,746
+1,026
224
$3.66M 0.1%
63,316
-376
225
$3.55M 0.1%
30,773
-3,534
7 8
9
10 11