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
476
$14M 0.02%
183,128
-27,301
477
$13.9M 0.02%
118,004
+4,916
478
$13.9M 0.02%
49,842
-1,870
479
$13.8M 0.02%
1,468,735
+1,108,164
480
$13.8M 0.02%
59,221
-8,291
481
$13.7M 0.02%
73,231
+1,268
482
$13.6M 0.02%
322,420
+4,326
483
$13.6M 0.02%
160,513
-5,564
484
$13.5M 0.02%
100,494
-2,649
485
$13.5M 0.02%
46,566
+3,777
486
$13.2M 0.02%
124,078
-17,036
487
$13.2M 0.02%
52,408
-1,613
488
$13.1M 0.02%
94,324
+1,628
489
$13.1M 0.02%
111,547
-2,474
490
$13.1M 0.02%
251,002
+34,180
491
$13.1M 0.02%
188,406
-4,026
492
$13M 0.02%
38,780
+342
493
$13M 0.02%
35,391
+60
494
$12.9M 0.02%
460,759
-77,982
495
$12.9M 0.02%
549,824
+82,744
496
$12.9M 0.02%
172,448
+8,593
497
$12.9M 0.02%
286,610
-109,707
498
$12.8M 0.02%
108,486
+24,732
499
$12.8M 0.02%
506,926
-2,169,649
500
$12.8M 0.02%
147,542
+300
18 19
20
21 22