Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
1
$133M 3.83%
3,421,326
+282,624
2
$117M 3.36%
1,824,608
+102,662
3
$74.2M 2.13%
750,379
+5,301
4
$61M 1.75%
295,636
-3,925
5
$53.7M 1.54%
1,726,752
-102,980
6
$44.3M 1.27%
521,143
-22,694
7
$41M 1.18%
485,957
+27,332
8
$37.6M 1.08%
316,618
+4,872
9
$36.2M 1.04%
522,310
-33,039
10
$35.4M 1.02%
370,085
-11,980
11
$33.5M 0.96%
1,015,638
-81,943
12
$33.5M 0.96%
688,662
+6,590
13
$32.9M 0.94%
820,072
+13,933
14
$32.8M 0.94%
616,403
+21,133
15
$32.1M 0.92%
544,284
+22,870
16
$31M 0.89%
300,531
+15,570
17
$30.8M 0.88%
711,832
+60,840
18
$30.3M 0.87%
720,406
-69,061
19
$30M 0.86%
339,752
-40,634
20
$28.9M 0.83%
711,436
-34,583
21
$27.5M 0.79%
1,210,964
+11,925
22
$27.4M 0.79%
553,896
+55,985
23
$27.3M 0.78%
362,745
-8,146
24
$27.2M 0.78%
894,535
+23,270
25
$26.7M 0.77%
274,017
-15,422
1
2 3 4 5