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
2551
$145K ﹤0.01%
50,016
2552
$144K ﹤0.01%
45,000
2553
$143K ﹤0.01%
11,100
-84
2554
$143K ﹤0.01%
6,431
-163
2555
$141K ﹤0.01%
662
+265
2556
$138K ﹤0.01%
13,785
+44
2557
$137K ﹤0.01%
30,227
+3,516
2558
$136K ﹤0.01%
17,540
-3,355
2559
$134K ﹤0.01%
17,671
-7,068
2560
$132K ﹤0.01%
45,454
2561
$131K ﹤0.01%
19,980
2562
$130K ﹤0.01%
28,348
+11,376
2563
$128K ﹤0.01%
+3,993
2564
$120K ﹤0.01%
10,683
-577
2565
$118K ﹤0.01%
25,331
+13,223
2566
$117K ﹤0.01%
2,522
2567
$116K ﹤0.01%
12,809
2568
$116K ﹤0.01%
12,300
2569
$115K ﹤0.01%
11,939
-28,166
2570
$115K ﹤0.01%
+5,000
2571
$114K ﹤0.01%
33,688
+6,225
2572
$113K ﹤0.01%
17,158
-1,494
2573
$110K ﹤0.01%
+13,103
2574
$109K ﹤0.01%
10,200
2575
$108K ﹤0.01%
16,500
101 102
103
104 105