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
501
$12.8M 0.02%
274,584
-11,757
502
$12.7M 0.02%
231,092
-3,341
503
$12.7M 0.02%
26,891
-887
504
$12.7M 0.02%
260,507
+2,200
505
$12.7M 0.02%
7,333
-463
506
$12.6M 0.02%
251,111
+12,463
507
$12.6M 0.02%
218,445
-36,475
508
$12.6M 0.02%
115,573
+23,863
509
$12.6M 0.02%
161,531
-5,787
510
$12.6M 0.02%
9,908
+1,450
511
$12.5M 0.02%
27,469
-603
512
$12.3M 0.02%
55,593
-10,062
513
$12.2M 0.02%
136,711
-4,689
514
$12.2M 0.02%
330,687
+83,582
515
$12.1M 0.02%
255,968
+17,696
516
$12.1M 0.02%
223,587
+134,948
517
$12.1M 0.02%
133,602
+14,456
518
$11.9M 0.02%
19,518
-155
519
$11.9M 0.02%
103,507
-5,869
520
$11.8M 0.02%
102,398
+25,389
521
$11.8M 0.02%
67,134
+1,231
522
$11.7M 0.02%
47,520
+1,547
523
$11.7M 0.02%
26,180
+6,845
524
$11.6M 0.02%
48,080
+1,849
525
$11.5M 0.02%
171,934
-37,980
19 20
21
22 23