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
551
$13.2M 0.02%
278,582
-25,778
552
$13M 0.02%
1,725,130
+73,050
553
$12.9M 0.02%
164,841
-12,649
554
$12.9M 0.02%
499,629
+66,579
555
$12.9M 0.02%
40,507
-2,612
556
$12.9M 0.02%
56,650
+4,822
557
$12.8M 0.02%
268,165
+59,959
558
$12.8M 0.02%
422,014
+4,043
559
$12.7M 0.02%
170,329
+4,991
560
$12.7M 0.02%
212,103
+26,651
561
$12.6M 0.02%
+157,186
562
$12.6M 0.02%
158,984
+1,490
563
$12.5M 0.02%
91,649
-617
564
$12.4M 0.02%
206,693
+2,370
565
$12.4M 0.02%
89,928
-27,058
566
$12.4M 0.02%
406,150
+3,317
567
$12.4M 0.02%
22,136
-3,927
568
$12.3M 0.02%
32,071
-2,757
569
$12.3M 0.02%
99,394
-8,457
570
$12.3M 0.02%
240,649
-9,647
571
$12.3M 0.02%
100,114
+26,190
572
$12.3M 0.02%
55,575
-23,666
573
$12.3M 0.02%
310,976
+142,728
574
$12.2M 0.02%
89,052
+12,477
575
$12.2M 0.02%
245,836
+69,878
21 22
23
24 25