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
551
$10.7M 0.02%
144,608
-50,617
552
$10.6M 0.02%
180,370
+49,650
553
$10.6M 0.02%
289,646
-9,035
554
$10.6M 0.02%
239,680
-4,048
555
$10.5M 0.02%
253,985
+35,587
556
$10.4M 0.02%
58,825
-2,559
557
$10.4M 0.02%
105,167
-37,019
558
$10.4M 0.02%
226,520
+11,130
559
$10.4M 0.02%
95,331
-764
560
$10.4M 0.02%
21,843
-21,115
561
$10.3M 0.02%
115,965
+7,340
562
$10.3M 0.02%
48,917
-2,587
563
$10.3M 0.02%
279,804
-1,000
564
$10.2M 0.02%
48,891
-736
565
$10.2M 0.02%
5,997
+50
566
$10.2M 0.02%
29,623
-46,989
567
$10.1M 0.02%
120,219
-9,764
568
$10.1M 0.02%
91,265
-1,503
569
$10.1M 0.02%
156,790
+1,691
570
$10.1M 0.02%
141,060
-7,035
571
$10.1M 0.02%
269,964
-83,644
572
$10M 0.02%
28,817
-2,074
573
$9.95M 0.02%
291,535
+9,673
574
$9.95M 0.02%
47,530
-5,617
575
$9.92M 0.02%
81,447
-1,003
21 22
23
24 25