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
601
$11.2M 0.02%
36,848
-9,093
602
$11.2M 0.02%
531,691
-22,595
603
$11.2M 0.02%
39,540
+5,085
604
$11.2M 0.02%
149,543
-2,280
605
$11.1M 0.02%
160,129
+16,685
606
$10.9M 0.02%
27,517
+26,753
607
$10.9M 0.02%
239,189
-16,578
608
$10.9M 0.02%
116,839
-38,017
609
$10.9M 0.02%
245,343
-10,422
610
$10.9M 0.02%
55,975
+3,186
611
$10.8M 0.02%
127,115
+3,708
612
$10.8M 0.02%
282,501
-42,997
613
$10.8M 0.02%
263,237
+4,644
614
$10.6M 0.02%
25,050
+1,416
615
$10.6M 0.02%
383,715
-3,920
616
$10.6M 0.02%
159,757
+13,516
617
$10.6M 0.02%
+550,279
618
$10.6M 0.02%
230,222
-20,395
619
$10.5M 0.02%
35,339
-1,010
620
$10.5M 0.02%
54,532
-1,126
621
$10.4M 0.02%
115,145
+21,512
622
$10.4M 0.02%
37,152
+16,550
623
$10.4M 0.02%
100,892
-31,508
624
$10.4M 0.02%
411,545
+224,488
625
$10.4M 0.02%
206,343
+70,796
23 24
25
26 27