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
301
$31M 0.05%
189,040
+979
302
$31M 0.05%
153,777
-2,415
303
$30.9M 0.05%
517,372
+209,257
304
$30.3M 0.05%
575,505
+124,900
305
$30.3M 0.05%
706,959
-191,145
306
$30.2M 0.05%
1,372,424
-16,398
307
$30.1M 0.05%
100,225
-33,797
308
$30M 0.05%
235,741
-83,967
309
$29.6M 0.05%
581,845
+17,899
310
$29.2M 0.05%
102,347
+71,288
311
$29.2M 0.05%
561,118
+105,034
312
$29.1M 0.05%
315,574
-15,343
313
$29M 0.05%
515,240
-88,344
314
$28.8M 0.05%
272,041
-55,617
315
$28.6M 0.04%
826,758
-83,905
316
$28.5M 0.04%
279,134
+5,521
317
$28.4M 0.04%
539,717
-27,482
318
$28.4M 0.04%
1,110,894
+140,872
319
$28.1M 0.04%
426,276
-52,465
320
$28M 0.04%
448,601
-29,623
321
$27.8M 0.04%
276,852
-9,347
322
$27.8M 0.04%
247,983
-21,501
323
$27.4M 0.04%
130,407
-133
324
$27M 0.04%
560,623
-36,611
325
$26.9M 0.04%
1,124,005
-17,463
11 12
13
14 15