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
451
$15.7M 0.02%
134,166
-4,927
452
$15.7M 0.02%
230,613
-5,477
453
$15.6M 0.02%
282,157
+35,421
454
$15.6M 0.02%
127,632
-2,359
455
$15.6M 0.02%
56,494
-9,782
456
$15.6M 0.02%
467,166
+42,619
457
$15.5M 0.02%
793,196
-145,141
458
$15.2M 0.02%
818,657
-286,646
459
$15.1M 0.02%
101,585
-3,500
460
$15.1M 0.02%
729,191
+15,238
461
$14.9M 0.02%
58,370
+1,460
462
$14.8M 0.02%
233,515
+10,266
463
$14.6M 0.02%
387,517
+30,243
464
$14.6M 0.02%
37,913
-4,417
465
$14.6M 0.02%
306,511
-28,529
466
$14.5M 0.02%
58,814
+4,680
467
$14.4M 0.02%
351,018
-2,063
468
$14.4M 0.02%
337,556
+55,796
469
$14.4M 0.02%
20,412
-623
470
$14.3M 0.02%
107,983
-6,268
471
$14.2M 0.02%
96,034
+8,618
472
$14.1M 0.02%
129,246
-137
473
$14.1M 0.02%
116,700
-754
474
$14M 0.02%
112,010
-17,357
475
$14M 0.02%
148,795
-4,660
17 18
19
20 21