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
401
$18.9M 0.03%
70,147
-3,375
402
$18.9M 0.03%
350,283
-73,604
403
$18.8M 0.03%
1,623,485
-1,000
404
$18.7M 0.03%
39,868
-5,247
405
$18.7M 0.03%
965,736
+84,432
406
$18.7M 0.03%
101,425
-9,446
407
$18.6M 0.03%
364,151
+29,850
408
$18.5M 0.03%
129,461
+31,991
409
$18.3M 0.03%
760,855
-62,763
410
$18.2M 0.03%
851,827
+133,235
411
$18.1M 0.03%
119,441
-4,586
412
$18.1M 0.03%
228,828
-1,196
413
$18M 0.03%
202,270
-1,996
414
$17.9M 0.03%
386,267
+7,182
415
$17.9M 0.03%
467,174
+272,925
416
$17.9M 0.03%
442,685
-357
417
$17.8M 0.03%
174,479
-23,560
418
$17.7M 0.03%
675,941
+425,624
419
$17.6M 0.03%
295,193
+257,674
420
$17.4M 0.03%
67,462
+1,483
421
$17.3M 0.03%
979,266
+38,527
422
$17.3M 0.03%
510,203
+37,274
423
$17.2M 0.03%
217,969
-2,747
424
$17.2M 0.03%
67,753
-2,654
425
$17.1M 0.03%
130,594
-2,666
15 16
17
18 19