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
576
$9.9M 0.02%
288,259
-2,724
577
$9.9M 0.02%
119,991
-1,048
578
$9.88M 0.02%
26,319
+1,348
579
$9.85M 0.02%
84,942
+459
580
$9.79M 0.02%
175,029
+12,275
581
$9.76M 0.02%
517,142
+8,718
582
$9.74M 0.02%
170,020
-1,250
583
$9.69M 0.02%
160,130
+11,777
584
$9.67M 0.02%
171,143
-13,632
585
$9.67M 0.02%
67,093
+4,952
586
$9.63M 0.02%
113,582
-166,647
587
$9.63M 0.02%
39,548
-5,306
588
$9.6M 0.02%
83,338
+8,850
589
$9.6M 0.02%
206,908
-482
590
$9.59M 0.02%
109,903
+1,484
591
$9.59M 0.02%
80,267
-6,270
592
$9.58M 0.02%
197,795
-6,145
593
$9.57M 0.02%
119,881
-7,053
594
$9.55M 0.01%
82,921
-875
595
$9.46M 0.01%
91,587
-7,855
596
$9.43M 0.01%
244,290
-18,203
597
$9.43M 0.01%
441,600
+25,836
598
$9.4M 0.01%
71,044
+4,040
599
$9.4M 0.01%
90,168
-31,770
600
$9.35M 0.01%
57,199
-2,003
22 23
24
25 26