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
626
$8.53M 0.01%
520,907
+30,911
627
$8.52M 0.01%
404,492
-8,562
628
$8.47M 0.01%
68,811
-5,994
629
$8.44M 0.01%
123,654
-7,027
630
$8.41M 0.01%
303,603
+6,141
631
$8.36M 0.01%
137,869
632
$8.3M 0.01%
91,783
-3,672
633
$8.26M 0.01%
109,372
+13,817
634
$8.19M 0.01%
312,986
+38,255
635
$8.17M 0.01%
316,175
-10,359
636
$8.16M 0.01%
174,737
-6,867
637
$8.16M 0.01%
17,572
-263
638
$8.13M 0.01%
56,935
-625
639
$8.04M 0.01%
298,553
+16,603
640
$7.95M 0.01%
183,971
-4,291
641
$7.93M 0.01%
70,095
+3,691
642
$7.91M 0.01%
163,742
-8,009
643
$7.9M 0.01%
170,138
+4,129
644
$7.88M 0.01%
71,043
-2,195
645
$7.85M 0.01%
85,431
-3,106
646
$7.78M 0.01%
228,112
+50,265
647
$7.76M 0.01%
72,040
+46,948
648
$7.74M 0.01%
136,283
-4,099
649
$7.73M 0.01%
130,808
+591
650
$7.72M 0.01%
42,238
+4,447
24 25
26
27 28