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
51
$238M 0.37%
1,645,689
+36,185
52
$238M 0.37%
2,212,933
-12,312
53
$234M 0.37%
2,627,000
+54,650
54
$229M 0.36%
1,582,260
-195,281
55
$225M 0.35%
2,743,536
-763,213
56
$223M 0.35%
217,335
+3,003
57
$218M 0.34%
1,132,634
+15,246
58
$216M 0.34%
2,753,151
+272,417
59
$215M 0.34%
942,161
+101
60
$208M 0.33%
1,238,829
-22,530
61
$206M 0.32%
4,160,293
+1,507,442
62
$198M 0.31%
1,301,929
-141,194
63
$198M 0.31%
4,559,409
-174,903
64
$196M 0.31%
1,901,524
+111,662
65
$193M 0.3%
3,142,056
+127,517
66
$189M 0.3%
3,627,980
+2,509,418
67
$183M 0.29%
632,766
+48,300
68
$183M 0.29%
551,235
-32,545
69
$181M 0.28%
923,630
-28,157
70
$178M 0.28%
811,062
+49,591
71
$169M 0.26%
648,395
-11,883
72
$160M 0.25%
2,230,934
+1,194,696
73
$160M 0.25%
1,413,727
-61,579
74
$158M 0.25%
1,030,992
-45,229
75
$157M 0.25%
2,072,950
+50,104
1 2
3
4 5