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
201
$6.29M 0.11%
62,093
+3,250
202
$6.28M 0.11%
45,080
-11
203
$6.21M 0.11%
107,397
+25,178
204
$6.19M 0.11%
160,454
-4,803
205
$6.17M 0.11%
50,164
-960
206
$6.14M 0.11%
155,228
-11,617
207
$6.13M 0.11%
10,587
-1,495
208
$6.13M 0.11%
16,670
+123
209
$6.07M 0.11%
128,961
-2,583
210
$6.06M 0.11%
44,445
-4,757
211
$6.03M 0.11%
98,616
-1,753
212
$5.94M 0.11%
70,745
-5,517
213
$5.92M 0.11%
310,323
-95,438
214
$5.84M 0.11%
64,301
-1,423
215
$5.83M 0.1%
186,180
+26,946
216
$5.82M 0.1%
68,094
-14,668
217
$5.81M 0.1%
73,192
+12,160
218
$5.77M 0.1%
38,300
-1,427
219
$5.69M 0.1%
82,696
-2,149
220
$5.6M 0.1%
194,079
-46,490
221
$5.58M 0.1%
257,334
-30,693
222
$5.57M 0.1%
81,777
-3,861
223
$5.49M 0.1%
91,525
-2,755
224
$5.48M 0.1%
37,710
+156
225
$5.45M 0.1%
40,032
-464
7 8
9
10 11