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
301
$34.3M 0.05%
62,762
+3,489
302
$34.2M 0.05%
928,517
+24,230
303
$34.2M 0.05%
365,798
-41,257
304
$34.1M 0.05%
150,668
-9,341
305
$34.1M 0.05%
142,120
-8,832
306
$33.4M 0.05%
329,908
+34,008
307
$33.4M 0.05%
422,879
+393,308
308
$33.3M 0.05%
404,266
-52,451
309
$32.9M 0.05%
593,603
-10,276
310
$32.7M 0.05%
487,603
-5,806
311
$32.5M 0.05%
1,264,743
+325
312
$32.5M 0.05%
294,889
+9,320
313
$32.2M 0.05%
120,393
+6,816
314
$32M 0.05%
170,425
-1,489
315
$31.9M 0.05%
189,457
-72,279
316
$31.7M 0.05%
422,216
+25,399
317
$31.6M 0.05%
360,944
-34,833
318
$31.6M 0.05%
945,805
+376,333
319
$31.6M 0.05%
21,415
-4,915
320
$31.2M 0.05%
510,572
+379,248
321
$30.8M 0.05%
246,569
-43,885
322
$30.6M 0.05%
1,721,577
+194,031
323
$30.6M 0.05%
766,776
-5,524
324
$30.6M 0.05%
1,619,773
+101,775
325
$30.4M 0.05%
239,526
+15,321
11 12
13
14 15