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
576
$12.2M 0.02%
263,545
+116,179
577
$12.2M 0.02%
355,008
-84,161
578
$12.2M 0.02%
662,083
+69,552
579
$12.1M 0.02%
390,876
+51,865
580
$12.1M 0.02%
145,044
+34,565
581
$12M 0.02%
135,331
+17,130
582
$12M 0.02%
161,485
-12,362
583
$12M 0.02%
170,476
-35,987
584
$11.9M 0.02%
176,353
+8,763
585
$11.9M 0.02%
531,521
+59,267
586
$11.8M 0.02%
85,072
+43,069
587
$11.8M 0.02%
208,604
+1,711
588
$11.7M 0.02%
391,173
-2,688
589
$11.7M 0.02%
568,085
-66,780
590
$11.7M 0.02%
307,722
-4,849
591
$11.6M 0.02%
303,519
+58,784
592
$11.6M 0.02%
368,095
+4,315
593
$11.6M 0.02%
457,236
-858
594
$11.5M 0.02%
29,548
-3,546
595
$11.5M 0.02%
131,189
-8,504
596
$11.4M 0.02%
99,869
+841
597
$11.4M 0.02%
48,266
-26,459
598
$11.4M 0.02%
372,636
-11,139
599
$11.3M 0.02%
125,099
-40,946
600
$11.3M 0.02%
299,318
-60,101
22 23
24
25 26