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
2526
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-3,970
2527
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-5,340
2528
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-1,766
2529
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-11,059
2530
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-8,977
2531
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-6,290
2532
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-8,669
2533
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-125,329
2534
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-18,904
2535
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-852
2536
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-6,078
2537
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-1,821
2538
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-12,203
2539
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-91,280
2540
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-9,627
2541
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-138,219
2542
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-37,495
2543
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-63,667
2544
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-137
2545
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-10,000
2546
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-17
2547
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-1,617
2548
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-2,850
2549
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-4,830
2550
– –
-19,648
100 101
102
103 104