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
$3.7B
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
1
$142M 3.82%
3,510,689
+89,363
2
$132M 3.56%
2,078,388
+253,780
3
$75.8M 2.05%
765,377
+14,998
4
$62.9M 1.7%
305,519
+9,883
5
$56.3M 1.52%
1,796,408
+69,656
6
$50.3M 1.36%
604,835
+83,692
7
$44.1M 1.19%
563,809
+361,641
8
$43.1M 1.16%
338,227
+21,609
9
$40.5M 1.09%
686,882
+142,598
10
$37.5M 1.01%
401,825
+31,740
11
$36.8M 1%
865,168
+153,336
12
$35.6M 0.96%
476,570
-9,387
13
$35.3M 0.95%
890,383
+70,311
14
$33.4M 0.9%
323,359
+22,828
15
$33.1M 0.9%
1,041,993
+26,355
16
$33.1M 0.89%
709,573
+20,911
17
$33M 0.89%
748,148
+36,712
18
$33M 0.89%
629,707
+13,304
19
$31.9M 0.86%
509,157
-13,153
20
$31.7M 0.86%
325,475
+71,401
21
$31.6M 0.85%
1,052,925
+158,390
22
$30.7M 0.83%
197,336
+87,407
23
$28.9M 0.78%
566,844
+12,948
24
$28.6M 0.77%
426,049
+71,146
25
$28.4M 0.77%
322,329
-17,423
1
2 3 4 5