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
426
$17M 0.03%
162,971
-1,190
427
$17M 0.03%
36,735
+3,305
428
$16.8M 0.03%
277,082
+4,451
429
$16.8M 0.03%
39,628
-13,732
430
$16.7M 0.03%
662,589
-27,045
431
$16.7M 0.03%
267,028
-15,355
432
$16.6M 0.03%
165,420
-14,446
433
$16.6M 0.03%
48,795
-2,704
434
$16.5M 0.03%
93,594
+9,104
435
$16.5M 0.03%
181,556
-37,095
436
$16.5M 0.03%
220,178
+38,458
437
$16.3M 0.03%
325,824
-34,950
438
$16.3M 0.03%
72,224
+18,225
439
$16.3M 0.03%
319,710
+6,564
440
$16.3M 0.03%
812,065
-155,354
441
$16.2M 0.03%
290,716
+6,768
442
$16.1M 0.03%
301,701
-7,340
443
$16.1M 0.03%
122,661
-9,323
444
$16M 0.03%
295,154
-114,142
445
$16M 0.03%
205,465
+9,455
446
$16M 0.03%
243,923
-12,517
447
$15.8M 0.02%
255,440
+19,102
448
$15.8M 0.02%
234,442
+2,152
449
$15.7M 0.02%
30,442
-73,656
450
$15.7M 0.02%
317,738
+63,969
16 17
18
19 20