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
2526
$179K ﹤0.01%
17,035
-5,600
2527
$179K ﹤0.01%
+11,608
2528
$178K ﹤0.01%
18,255
-1,937
2529
$176K ﹤0.01%
22,049
-875
2530
$173K ﹤0.01%
10,078
-285
2531
$173K ﹤0.01%
31,800
+16,608
2532
$171K ﹤0.01%
32,200
+8,388
2533
$168K ﹤0.01%
5,395
+2,650
2534
$167K ﹤0.01%
15,192
+1,566
2535
$167K ﹤0.01%
14,500
2536
$166K ﹤0.01%
13,666
+75
2537
$162K ﹤0.01%
12,674
2538
$161K ﹤0.01%
16,228
+2,539
2539
$160K ﹤0.01%
21,174
-198
2540
$160K ﹤0.01%
13,775
-5,300
2541
$158K ﹤0.01%
+13,336
2542
$157K ﹤0.01%
11,239
2543
$157K ﹤0.01%
14,513
2544
$156K ﹤0.01%
11,825
2545
$155K ﹤0.01%
50,000
2546
$153K ﹤0.01%
13,272
2547
$152K ﹤0.01%
+24,114
2548
$150K ﹤0.01%
15,715
-7,849
2549
$148K ﹤0.01%
10,590
-1,060
2550
$145K ﹤0.01%
+673
100 101
102
103 104