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
$63.2B
AUM Growth
-$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,892
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$230M
3
+$178M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$151M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$126M

Top Sells

1
+$208M
2
+$125M
3
+$113M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$106M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$103M

Sector Composition

1 Technology 12.69%
2 Healthcare 9.34%
3 Financials 8.63%
4 Consumer Discretionary 6.81%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$204K ﹤0.01%
5,401
-474
2502
$202K ﹤0.01%
+15,949
2503
$202K ﹤0.01%
9,250
-779
2504
$202K ﹤0.01%
3,477
-2,544
2505
$201K ﹤0.01%
+7,907
2506
$198K ﹤0.01%
11,933
-18,750
2507
$198K ﹤0.01%
19,339
+205
2508
$196K ﹤0.01%
12,694
-8,202
2509
$196K ﹤0.01%
1,961
+255
2510
$194K ﹤0.01%
33,688
+3,235
2511
$194K ﹤0.01%
22,166
+30
2512
$192K ﹤0.01%
19,005
-6,841
2513
$192K ﹤0.01%
13,449
2514
$189K ﹤0.01%
+10,364
2515
$188K ﹤0.01%
67,550
2516
$187K ﹤0.01%
26,408
+9,000
2517
$186K ﹤0.01%
43,228
-2,225
2518
$185K ﹤0.01%
16,795
-8,906
2519
$185K ﹤0.01%
11,438
-2,105
2520
$185K ﹤0.01%
15,489
+1,454
2521
$184K ﹤0.01%
17,000
-23,712
2522
$183K ﹤0.01%
2,405
+9
2523
$183K ﹤0.01%
11,001
-427
2524
$181K ﹤0.01%
13,669
2525
$180K ﹤0.01%
11,938
+18
99 100
101
102 103