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
526
$11.5M 0.02%
28,519
+25,851
527
$11.5M 0.02%
168,480
-12,756
528
$11.5M 0.02%
27,784
+3,382
529
$11.4M 0.02%
134,176
+5,217
530
$11.4M 0.02%
34,221
+13
531
$11.4M 0.02%
144,544
-231
532
$11.4M 0.02%
88,396
-2,890
533
$11.3M 0.02%
187,948
+3,762
534
$11.2M 0.02%
60,037
-2,403
535
$11.2M 0.02%
18,618
-310
536
$11.1M 0.02%
43,745
-2,065
537
$11.1M 0.02%
113,292
-37,964
538
$11.1M 0.02%
161,163
+455
539
$11.1M 0.02%
23,105
-455
540
$11.1M 0.02%
49,572
+17,943
541
$11M 0.02%
54,321
+1,548
542
$11M 0.02%
107,840
-3,871
543
$11M 0.02%
58,405
-3,381
544
$11M 0.02%
179,401
+3,049
545
$11M 0.02%
941,853
-500
546
$10.9M 0.02%
463,344
+95,958
547
$10.9M 0.02%
129,822
+3,652
548
$10.9M 0.02%
168,959
+8,705
549
$10.9M 0.02%
33,608
-5,066
550
$10.8M 0.02%
105,799
+8,240
20 21
22
23 24