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
2801
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-4,700
2802
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-11,511
2803
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-4,783
2804
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-5,910
2805
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-7,826
2806
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-1,318
2807
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-3,092
2808
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-6,394
2809
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-4,031
2810
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-13,212
2811
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-2,721
2812
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-1,171
2813
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-5,900
2814
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-2,605
2815
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-3,684
2816
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-12,490
2817
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-4,645
2818
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-5,535
2819
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-7,688
2820
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-9,990
2821
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-7,820
2822
$0 ﹤0.01%
+10,832
2823
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-25,500
2824
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-13,250
2825
– –
-1,209
111 112
113
114 115