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
651
$7.71M 0.01%
55,271
-24,073
652
$7.68M 0.01%
20,077
+129
653
$7.67M 0.01%
378,525
-4,299
654
$7.65M 0.01%
202,224
-147,825
655
$7.6M 0.01%
202,755
-3,659
656
$7.56M 0.01%
66,578
+22,544
657
$7.54M 0.01%
66,097
+4,014
658
$7.47M 0.01%
298,809
+10,821
659
$7.46M 0.01%
207,430
+1,359
660
$7.44M 0.01%
106,305
+2,570
661
$7.43M 0.01%
97,961
+3,033
662
$7.41M 0.01%
102,844
-145
663
$7.41M 0.01%
15,303
-2,211
664
$7.39M 0.01%
64,570
-7,109
665
$7.38M 0.01%
69,944
+36,290
666
$7.38M 0.01%
730,429
-23,360
667
$7.31M 0.01%
61,185
+23,260
668
$7.31M 0.01%
102,337
-25,273
669
$7.29M 0.01%
127,177
+20,084
670
$7.27M 0.01%
327,376
-39,444
671
$7.26M 0.01%
24,203
+1,049
672
$7.26M 0.01%
148,556
-2,695
673
$7.25M 0.01%
83,070
-66,102
674
$7.24M 0.01%
235,665
-30,879
675
$7.24M 0.01%
139,413
-24,360
25 26
27
28 29