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
2651
– –
-10,220
2652
– –
-17,500
2653
– –
-127,213
2654
– –
-127,985
2655
– –
-9,719
2656
– –
-37,355
2657
– –
-13,093
2658
– –
-7,269
2659
– –
-12,348
2660
– –
-7,375
2661
– –
-59,001
2662
– –
-18,332
2663
– –
-14,620
2664
– –
-9,561
2665
– –
-4,903
2666
– –
-6,593
2667
– –
-1,233
2668
– –
-3,736
2669
– –
-5,702
2670
– –
-11,154
2671
– –
-7,065
2672
– –
-30,445
2673
– –
-12,181
2674
– –
-1,125
2675
– –
-5,226
105 106
107
108 109