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
676
$7.24M 0.01%
35,968
+747
677
$7.23M 0.01%
204,351
-8,179
678
$7.19M 0.01%
59,265
-77
679
$7.17M 0.01%
93,802
-3,796
680
$7.15M 0.01%
81,471
+3,959
681
$7.14M 0.01%
107,977
+9,902
682
$7.12M 0.01%
169,408
-6,841
683
$7.08M 0.01%
300,215
-1,480
684
$7.01M 0.01%
182,865
+13,753
685
$7M 0.01%
159,988
-22,335
686
$6.99M 0.01%
52,887
+14,770
687
$6.97M 0.01%
98,576
+10,919
688
$6.95M 0.01%
193,412
-17,024
689
$6.95M 0.01%
139,128
+26,993
690
$6.93M 0.01%
260,399
+193,203
691
$6.92M 0.01%
58,886
+13,944
692
$6.92M 0.01%
70,910
+10,002
693
$6.92M 0.01%
38,368
-5,558
694
$6.88M 0.01%
85,229
-3,675
695
$6.82M 0.01%
283,870
-1,444
696
$6.79M 0.01%
150,840
-3,632
697
$6.79M 0.01%
51,984
+146
698
$6.78M 0.01%
50,725
-2,989
699
$6.77M 0.01%
205,103
-25,267
700
$6.74M 0.01%
189,853
-1,126
26 27
28
29 30