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
376
$20.9M 0.03%
191,974
-5,628
377
$20.8M 0.03%
228,337
-1,574
378
$20.7M 0.03%
187,788
-2,963
379
$20.7M 0.03%
556,945
+2,819
380
$20.6M 0.03%
889,287
+52,524
381
$20.6M 0.03%
290,712
+52,503
382
$20.5M 0.03%
407,400
+25,083
383
$20.5M 0.03%
99,074
+72,739
384
$20.5M 0.03%
227,251
-7,063
385
$20.5M 0.03%
94,991
-1,420
386
$20.4M 0.03%
297,444
+126,612
387
$20.2M 0.03%
211,196
+10,081
388
$20M 0.03%
797,310
-28,137
389
$19.9M 0.03%
1,065,892
+41,898
390
$19.7M 0.03%
71,512
-3,715
391
$19.4M 0.03%
289,988
+23,814
392
$19.4M 0.03%
695,445
-8,728
393
$19.3M 0.03%
245,879
-146,498
394
$19.3M 0.03%
481,674
-178,358
395
$19.3M 0.03%
338,760
-42,746
396
$19.3M 0.03%
215,894
-4,801
397
$19.2M 0.03%
129,165
-2,644
398
$19.2M 0.03%
142,112
-17,838
399
$19.2M 0.03%
5,992
+2,247
400
$19.1M 0.03%
206,266
+16,663
14 15
16
17 18