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
626
$10.3M 0.02%
92,765
-13
627
$10.3M 0.02%
135,290
+6,757
628
$10.2M 0.02%
102,656
+5,745
629
$10.2M 0.02%
120,800
-13,265
630
$10.2M 0.02%
51,951
+30,302
631
$10.1M 0.02%
180,819
-37,496
632
$10.1M 0.02%
48,087
-2,140
633
$10M 0.02%
318,308
+249,191
634
$9.95M 0.02%
76,395
-24,503
635
$9.95M 0.02%
138,528
+902
636
$9.94M 0.02%
94,489
+5,241
637
$9.87M 0.02%
91,194
+4,472
638
$9.85M 0.02%
103,654
-1,610
639
$9.83M 0.02%
89,137
-7,418
640
$9.81M 0.02%
+137,801
641
$9.78M 0.02%
93,448
+34,374
642
$9.69M 0.02%
73,936
-6,589
643
$9.68M 0.02%
174,686
-13,941
644
$9.64M 0.02%
208,565
+84,374
645
$9.64M 0.02%
36,737
-23,354
646
$9.63M 0.02%
257,296
+4,368
647
$9.6M 0.02%
183,089
+22,313
648
$9.58M 0.02%
139,023
+44,128
649
$9.57M 0.02%
386,342
+3,758
650
$9.51M 0.02%
39,118
-7,271
24 25
26
27 28