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
$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
1
$188M 3.38%
2,763,525
+338,885
2
$161M 2.89%
3,317,675
-86,138
3
$125M 2.25%
431,522
+2,115
4
$112M 2.01%
975,518
-38,932
5
$107M 1.93%
1,948,288
+167,884
6
$103M 1.85%
659,062
+2,989
7
$99.4M 1.79%
1,139,579
+137,643
8
$98.7M 1.77%
1,749,496
-96,920
9
$87.8M 1.58%
2,181,140
+415,500
10
$75.3M 1.35%
1,755,302
+170,274
11
$65.9M 1.18%
476,631
-7,004
12
$62.8M 1.13%
738,525
-79,425
13
$61.4M 1.1%
1,262,362
-37,238
14
$58.2M 1.05%
217,825
+11,403
15
$57.3M 1.03%
984,368
+348,500
16
$56M 1.01%
442,535
+7,459
17
$53.4M 0.96%
564,674
-25,203
18
$50.3M 0.9%
942,277
+29,310
19
$49M 0.88%
1,171,348
+138,449
20
$47.6M 0.86%
179,094
-4,406
21
$46.4M 0.83%
462,880
-9,200
22
$45.3M 0.81%
275,329
+4,671
23
$44.3M 0.8%
396,173
-7,669
24
$44.3M 0.8%
958,092
+15,980
25
$41.9M 0.75%
248,466
+17,546
1
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