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
251
$43.5M 0.07%
849,568
+20,043
252
$43.3M 0.07%
825,382
+32,717
253
$43M 0.07%
567,940
+87,078
254
$42.5M 0.07%
549,438
-430,812
255
$42.4M 0.07%
560,680
-1,168,092
256
$42.4M 0.07%
731,282
+38,394
257
$42.3M 0.07%
941,309
+5,484
258
$42.2M 0.07%
59,303
+22,192
259
$42M 0.07%
838,048
+250,167
260
$41.4M 0.06%
389,487
-35,523
261
$41.3M 0.06%
1,616,660
+1,406,170
262
$41.3M 0.06%
454,027
-13,217
263
$41.1M 0.06%
114,108
-9,491
264
$40.3M 0.06%
70,787
-825
265
$40.3M 0.06%
1,776,157
+138,139
266
$40.3M 0.06%
140,037
+1,334
267
$40.2M 0.06%
231,676
-34,227
268
$40.2M 0.06%
59
+1
269
$39.9M 0.06%
189,568
+15,842
270
$38.5M 0.06%
318,865
-27,773
271
$38.5M 0.06%
135,546
-14,600
272
$38.1M 0.06%
228,334
+5,757
273
$37.8M 0.06%
889,977
-13,378
274
$37.2M 0.06%
919,242
+54,577
275
$37.2M 0.06%
152,862
-23,380
9 10
11
12 13