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
2601
$61K ﹤0.01%
12,650
+250
2602
$57K ﹤0.01%
+10,749
2603
$57K ﹤0.01%
12,105
+682
2604
$55K ﹤0.01%
839
2605
$54K ﹤0.01%
4,512
2606
$48K ﹤0.01%
+3,746
2607
$47K ﹤0.01%
3,682
2608
$37K ﹤0.01%
+19,520
2609
$37K ﹤0.01%
11,750
2610
$35K ﹤0.01%
36,667
2611
$35K ﹤0.01%
+63,867
2612
$35K ﹤0.01%
11,120
-2,500
2613
$33K ﹤0.01%
12,838
-222
2614
$29K ﹤0.01%
2,100
2615
$28K ﹤0.01%
+1,313
2616
$27K ﹤0.01%
2,857
2617
$26K ﹤0.01%
662
2618
$25K ﹤0.01%
1,396
2619
$24K ﹤0.01%
1,543
2620
$22K ﹤0.01%
1,000
2621
– –
0
2622
$19K ﹤0.01%
1,250
2623
$19K ﹤0.01%
6
2624
$16K ﹤0.01%
+953
2625
$15K ﹤0.01%
10,000
103 104
105
106 107