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
451
$18.4M 0.03%
60,974
-5,328
452
$18.3M 0.03%
260,867
+6,360
453
$18.2M 0.03%
575,700
-138,200
454
$18.1M 0.03%
529,815
-31,835
455
$18.1M 0.03%
86,211
-15
456
$18.1M 0.03%
35,898
-2,422
457
$17.9M 0.03%
198,744
+29,378
458
$17.9M 0.03%
41,213
-959
459
$17.7M 0.03%
113,407
-11,682
460
$17.6M 0.03%
374,897
+322,328
461
$17.6M 0.03%
77,298
+25,775
462
$17.5M 0.03%
73,712
+10,487
463
$17.5M 0.03%
47,999
-9,593
464
$17.5M 0.03%
129,522
-2,786
465
$17.5M 0.03%
193,527
-383
466
$17.5M 0.03%
51,371
+2,671
467
$17.4M 0.03%
61,321
+1,093
468
$17.4M 0.03%
129,119
+16,210
469
$17.4M 0.03%
264,964
-47,325
470
$17.4M 0.03%
332,018
+6,635
471
$17.4M 0.03%
63,715
+1,746
472
$17.2M 0.03%
197,428
-26,811
473
$17.2M 0.03%
144,914
-7,361
474
$17.1M 0.03%
288,591
-15,600
475
$17M 0.03%
342,102
+1,843
17 18
19
20 21