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
2551
– –
-7,058
2552
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-10,888
2553
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-31,613
2554
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-6,240
2555
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-5,800
2556
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-6,283
2557
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-16,225
2558
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-53,743
2559
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-1,410
2560
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-1,790
2561
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-352
2562
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-2,566
2563
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-25,945
2564
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-2,621
2565
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-5,801
2566
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-3,168
2567
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-13,520
2568
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-16,464
2569
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-667
2570
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-11,000
2571
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-10,242
2572
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-20,000
2573
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-11,000
2574
– –
-6,231
2575
– –
-10,000
101 102
103
104 105