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
701
$6.69M 0.01%
9,608
-883
702
$6.69M 0.01%
15,967
+485
703
$6.65M 0.01%
149,103
-29,088
704
$6.64M 0.01%
26,618
-633
705
$6.61M 0.01%
63,660
-1,766
706
$6.61M 0.01%
+219,786
707
$6.61M 0.01%
252,065
+111,914
708
$6.6M 0.01%
41,666
-6,517
709
$6.58M 0.01%
60,163
-5,863
710
$6.58M 0.01%
126,562
+1,067
711
$6.58M 0.01%
123,497
-14,779
712
$6.57M 0.01%
246,880
-1,124
713
$6.56M 0.01%
39,489
-5,353
714
$6.55M 0.01%
241,302
+14,030
715
$6.52M 0.01%
658,519
-21,769
716
$6.48M 0.01%
154,343
-14,844
717
$6.47M 0.01%
82,770
+1,528
718
$6.46M 0.01%
247,099
-50,855
719
$6.46M 0.01%
41,820
+10,409
720
$6.46M 0.01%
102,120
-70,803
721
$6.44M 0.01%
33,889
+1,104
722
$6.43M 0.01%
124,253
+102,487
723
$6.41M 0.01%
57,389
-114
724
$6.4M 0.01%
170,689
-3,383
725
$6.39M 0.01%
124,715
+104,733
27 28
29
30 31