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
– –
-7,985
2552
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-6,748
2553
– –
-19,474
2554
– –
-4,202
2555
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-11,722
2556
– –
-3,290
2557
– –
-4,781
2558
– –
-690
2559
– –
-29,335
2560
– –
-5,687
2561
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-22,080
2562
– –
-36,253
2563
– –
-4,131
2564
– –
-127,150
2565
– –
-20,883
2566
– –
-543,948
2567
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-26,309
2568
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-4,553
2569
– –
-10,085
2570
– –
-16,859
2571
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-2,463
2572
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-16,353
2573
– –
-8,879
2574
– –
-3,970
2575
– –
-5,340
101 102
103
104 105