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
351
$23.6M 0.04%
298,350
-72,870
352
$23.5M 0.04%
307,207
+3,484
353
$23.5M 0.04%
517,974
+21,579
354
$23.5M 0.04%
290,069
-1,898
355
$23.3M 0.04%
1,003,659
-2,252
356
$23.3M 0.04%
235,919
+9,417
357
$23.1M 0.04%
21,948
-2,329
358
$23M 0.04%
433,328
-9,272
359
$22.9M 0.04%
569,172
-333
360
$22.8M 0.04%
156,950
+4,060
361
$22.7M 0.04%
322,026
+9,254
362
$22.6M 0.04%
696,487
+16,188
363
$22.5M 0.04%
88,684
+2,205
364
$22.5M 0.04%
412,749
-7,059
365
$22.5M 0.04%
106,312
-702
366
$22.5M 0.04%
119,300
+6,206
367
$22.3M 0.03%
119,504
+3,080
368
$22.2M 0.03%
248,907
+33,516
369
$21.8M 0.03%
906,859
-69,491
370
$21.7M 0.03%
178,754
+20,301
371
$21.4M 0.03%
860,929
+421,493
372
$21.1M 0.03%
9,986
+103
373
$21M 0.03%
128,753
-33,061
374
$21M 0.03%
752,264
-2,005
375
$20.9M 0.03%
154,619
+5,519
13 14
15
16 17