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
276
$37.1M 0.06%
154,003
-73
277
$37M 0.06%
214,534
-11,686
278
$36.5M 0.06%
675,528
+9,774
279
$36.4M 0.06%
220,532
+3,342
280
$36.3M 0.06%
203,781
-510
281
$36.2M 0.06%
1,025,705
+206,773
282
$36.1M 0.06%
555,419
+32,096
283
$35.7M 0.06%
676,294
+19,593
284
$35.6M 0.06%
282,740
+600
285
$35.6M 0.06%
205,398
-5,698
286
$34.6M 0.05%
457,505
-285,864
287
$34.2M 0.05%
369,735
-17,375
288
$34.1M 0.05%
329,466
-323,505
289
$33.8M 0.05%
316,270
+9,820
290
$33.7M 0.05%
92,936
+91,726
291
$33.6M 0.05%
268,924
-8,247
292
$33.4M 0.05%
1,379,054
+95,361
293
$33.1M 0.05%
168,411
-242,657
294
$32.5M 0.05%
538,745
+4,112
295
$32.1M 0.05%
154,607
-9,266
296
$32M 0.05%
46,211
+3,214
297
$31.7M 0.05%
787,795
+96,155
298
$31.4M 0.05%
640,088
+49,787
299
$31.4M 0.05%
108,197
-3,486
300
$31.1M 0.05%
430,176
+10,136
10 11
12
13 14