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
526
$14.2M 0.02%
177,005
+8,929
527
$14.2M 0.02%
87,839
+7,391
528
$14.1M 0.02%
134,807
+15,537
529
$14.1M 0.02%
119,449
+8,456
530
$14M 0.02%
168,239
+14,592
531
$14M 0.02%
250,430
-10,253
532
$14M 0.02%
282,112
+26,931
533
$14M 0.02%
176,887
+10,263
534
$14M 0.02%
304,759
+13,456
535
$13.9M 0.02%
132,440
-37,742
536
$13.8M 0.02%
253,378
+1,423
537
$13.8M 0.02%
231,450
+160,448
538
$13.8M 0.02%
232,816
+20,078
539
$13.7M 0.02%
582,707
+39,831
540
$13.7M 0.02%
304,185
+159,782
541
$13.6M 0.02%
430,188
+21,362
542
$13.6M 0.02%
171,335
-96
543
$13.5M 0.02%
89,236
+7,566
544
$13.5M 0.02%
63,869
+6,105
545
$13.4M 0.02%
18,125
-306
546
$13.4M 0.02%
564,926
-12,766
547
$13.4M 0.02%
262,531
+10,087
548
$13.3M 0.02%
43,729
+1,067
549
$13.3M 0.02%
381,485
-5,089
550
$13.2M 0.02%
212,309
-14,512
20 21
22
23 24