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
2501
– –
-8,988
2502
– –
-1,253
2503
– –
-2,569
2504
– –
-680
2505
– –
-13,963
2506
– –
-10,194
2507
– –
-17,023
2508
– –
-1,035
2509
– –
-2,342
2510
– –
-14,407
2511
– –
-5,742
2512
– –
-20,508
2513
– –
-1,520
2514
– –
-11,326
2515
– –
-8,430
2516
– –
-6,959
2517
– –
-8,720
2518
– –
-24,975
2519
– –
-37,495
2520
– –
-31,613
2521
– –
-6,240
2522
– –
-5,800
2523
– –
-6,283
2524
– –
-16,225
2525
– –
-53,743
99 100
101
102 103