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
601
$9.17M 0.01%
30,629
+71
602
$9.11M 0.01%
18,766
+413
603
$9.08M 0.01%
466,011
-34,590
604
$9.06M 0.01%
33,519
+856
605
$9.03M 0.01%
426,754
-1,506
606
$9.02M 0.01%
348,824
-12,256
607
$8.99M 0.01%
47,911
+576
608
$8.99M 0.01%
64,282
-1,536
609
$8.99M 0.01%
49,799
+516
610
$8.89M 0.01%
91,654
+73,216
611
$8.88M 0.01%
197,860
+3,213
612
$8.86M 0.01%
336,402
+10,167
613
$8.81M 0.01%
228,938
-2,867
614
$8.8M 0.01%
265,604
-13,760
615
$8.8M 0.01%
66,751
-3,309
616
$8.78M 0.01%
25,760
-862
617
$8.76M 0.01%
+366,873
618
$8.73M 0.01%
24,318
-1,385
619
$8.73M 0.01%
351,064
+2,050
620
$8.7M 0.01%
93,798
-64,590
621
$8.65M 0.01%
158,730
-28,445
622
$8.65M 0.01%
269,183
-21,085
623
$8.64M 0.01%
82,340
-33,401
624
$8.63M 0.01%
269,433
+30,238
625
$8.54M 0.01%
84,931
-14,666
23 24
25
26 27