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
501
$15.3M 0.02%
185,841
-2,159
502
$15.3M 0.02%
303,914
-48,674
503
$15.3M 0.02%
150,421
+6,707
504
$15.1M 0.02%
351,870
+9,339
505
$15.1M 0.02%
162,774
-34,774
506
$15.1M 0.02%
164,094
-7,106
507
$15.1M 0.02%
208,966
-14,260
508
$15M 0.02%
539,077
+230,347
509
$15M 0.02%
400,504
+126,157
510
$15M 0.02%
226,020
+23,813
511
$14.9M 0.02%
263,804
+490
512
$14.9M 0.02%
325,830
+86,940
513
$14.7M 0.02%
108,688
-6,668
514
$14.7M 0.02%
145,760
-11,008
515
$14.7M 0.02%
62,009
+8,953
516
$14.7M 0.02%
269,698
-131,090
517
$14.7M 0.02%
231,011
-8,638
518
$14.7M 0.02%
60,616
-2,290
519
$14.6M 0.02%
287,966
-2,869
520
$14.6M 0.02%
306,240
+12,035
521
$14.6M 0.02%
143,707
-26,903
522
$14.5M 0.02%
113,376
+19,760
523
$14.5M 0.02%
269,157
-41,300
524
$14.4M 0.02%
+261,770
525
$14.3M 0.02%
242,181
-12,771
19 20
21
22 23