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
$63.7B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,644
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$118M
3
+$114M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$98.6M
5
BND icon
Vanguard Total Bond Market
BND
+$85.9M

Top Sells

1
+$204M
2
+$108M
3
+$88.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$62.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$55.3M

Sector Composition

1 Technology 14.09%
2 Financials 8%
3 Healthcare 5.51%
4 Consumer Discretionary 5.23%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48.9M 0.08%
1,982,316
+169,535
227
$48.8M 0.08%
816,882
-67,864
228
$48.6M 0.08%
228,744
+10,881
229
$48.4M 0.08%
563,234
-12,561
230
$48.4M 0.08%
1,766,481
-52,723
231
$47.1M 0.07%
818,500
+112,626
232
$46.9M 0.07%
484,264
+110,752
233
$46.6M 0.07%
248,568
+13,230
234
$46.3M 0.07%
110,611
+3,229
235
$46.3M 0.07%
182,828
+63,161
236
$46.2M 0.07%
92,842
-2,314
237
$45.9M 0.07%
829,665
+84,886
238
$45.9M 0.07%
1,506,161
+169,525
239
$45.7M 0.07%
230,684
+5,141
240
$45.7M 0.07%
455,302
+47,015
241
$45.7M 0.07%
413,154
+302,934
242
$45.7M 0.07%
346,525
-22,339
243
$45.6M 0.07%
48,320
+2,990
244
$44.6M 0.07%
374,456
+25,864
245
$44.4M 0.07%
402,262
-12,592
246
$44.3M 0.07%
149,824
+1,457
247
$44.1M 0.07%
1,365,246
+7,921
248
$43.8M 0.07%
340,216
-20,379
249
$43.7M 0.07%
258,125
-158,735
250
$43.6M 0.07%
355,992
-902
8 9
10
11 12