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
26
$463M 0.72%
2,501,354
+299,280
27
$459M 0.72%
1,179,195
-75,178
28
$426M 0.67%
3,093,349
+271,779
29
$404M 0.63%
984,103
-32,344
30
$371M 0.58%
7,371,788
-118,354
31
$367M 0.57%
2,067,354
-120,092
32
$353M 0.55%
3,907,496
-44,568
33
$339M 0.53%
3,701,493
-176,679
34
$333M 0.52%
3,347,801
-112,994
35
$325M 0.51%
3,674,764
+62,030
36
$321M 0.5%
1,454,819
+52,852
37
$317M 0.5%
698,407
-35,950
38
$316M 0.5%
1,489,162
+9,202
39
$299M 0.47%
1,795,693
-11,021
40
$297M 0.46%
586,635
-29,421
41
$286M 0.45%
708,797
+16,985
42
$283M 0.44%
366,786
+7,112
43
$283M 0.44%
308,539
-4,457
44
$280M 0.44%
3,061,968
-2,227,691
45
$278M 0.44%
2,310,264
+182,314
46
$260M 0.41%
2,252,900
-107,727
47
$259M 0.41%
2,241,341
-672
48
$256M 0.4%
2,644,855
+47,505
49
$255M 0.4%
3,372,742
+134,539
50
$239M 0.37%
1,064,489
-66,578
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