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
326
$26.7M 0.04%
301,087
-129,195
327
$26.6M 0.04%
812,140
+495,624
328
$26.4M 0.04%
414,264
-3,612
329
$26.3M 0.04%
629,406
+66,033
330
$26.3M 0.04%
187,455
-14,498
331
$26M 0.04%
141,886
-4,754
332
$25.7M 0.04%
621,008
+114,994
333
$25.7M 0.04%
351,465
+2,492
334
$25.4M 0.04%
216,076
+289
335
$25.2M 0.04%
1,220,556
-4,727
336
$25M 0.04%
60,718
-1
337
$25M 0.04%
129,802
+4,076
338
$25M 0.04%
75,958
+7,101
339
$24.8M 0.04%
155,631
+2,975
340
$24.8M 0.04%
159,901
-51
341
$24.7M 0.04%
288,970
+22,211
342
$24.7M 0.04%
260,225
-9,418
343
$24.6M 0.04%
1,514,666
-105,610
344
$24.6M 0.04%
307,910
-38,253
345
$24.6M 0.04%
533,721
+115,113
346
$24.5M 0.04%
360,819
+72,318
347
$24.3M 0.04%
276,710
+1,035
348
$24.2M 0.04%
242,896
+12,163
349
$24.1M 0.04%
85,741
-1,454
350
$24.1M 0.04%
260,393
+157,593
12 13
14
15 16