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
401
$21.7M 0.03%
52,408
+4,312
402
$21.6M 0.03%
243,663
+89,441
403
$21.6M 0.03%
866,584
-160,988
404
$21.6M 0.03%
106,197
-3,726
405
$21.4M 0.03%
351,345
+160,566
406
$21.4M 0.03%
851,701
+220,669
407
$21.3M 0.03%
401,878
+35,163
408
$21.3M 0.03%
72,515
+2,475
409
$21.3M 0.03%
51,865
-1,949
410
$21.3M 0.03%
129,001
+47,322
411
$21.2M 0.03%
371,566
-16,966
412
$21.1M 0.03%
722,720
-33,952
413
$21M 0.03%
82,680
-1,862
414
$21M 0.03%
754,348
-98,219
415
$20.9M 0.03%
441,804
+320,163
416
$20.9M 0.03%
+139,992
417
$20.8M 0.03%
52,300
-1,532
418
$20.6M 0.03%
157,049
+5,450
419
$20.5M 0.03%
781,916
+38,204
420
$20.4M 0.03%
494,782
-76,980
421
$20.4M 0.03%
814,674
+602,912
422
$20.3M 0.03%
604,977
+85,613
423
$20.3M 0.03%
196,502
-13,917
424
$20.3M 0.03%
626,087
+441,895
425
$20.1M 0.03%
621,523
+28,907
15 16
17
18 19