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
2576
$107K ﹤0.01%
+12,202
2577
$106K ﹤0.01%
3,276
+1,140
2578
$106K ﹤0.01%
+12,000
2579
$106K ﹤0.01%
13,300
-500
2580
$104K ﹤0.01%
+12,890
2581
$100K ﹤0.01%
2,478
-355
2582
$100K ﹤0.01%
4,352
+1,790
2583
$99K ﹤0.01%
14,501
2584
$96K ﹤0.01%
11,961
-289
2585
$96K ﹤0.01%
20,280
2586
$96K ﹤0.01%
15,139
2587
$92K ﹤0.01%
+1,130
2588
$89K ﹤0.01%
3,900
-23
2589
$86K ﹤0.01%
11,359
+254
2590
$81K ﹤0.01%
+10,000
2591
$78K ﹤0.01%
11,000
2592
$78K ﹤0.01%
7,750
-1,750
2593
$75K ﹤0.01%
12,400
-25,500
2594
$73K ﹤0.01%
18,165
2595
$70K ﹤0.01%
14
2596
$68K ﹤0.01%
+10,000
2597
$68K ﹤0.01%
+16,500
2598
$68K ﹤0.01%
21,200
2599
$67K ﹤0.01%
+17,281
2600
$62K ﹤0.01%
259
+56
102 103
104
105 106