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
726
$6.38M 0.01%
71,636
-6,333
727
$6.37M 0.01%
18,749
-287
728
$6.34M 0.01%
46,425
-167,858
729
$6.32M 0.01%
+245,121
730
$6.32M 0.01%
286,265
-4,251
731
$6.3M 0.01%
14,492
-2,335
732
$6.26M 0.01%
65,605
-8,857
733
$6.24M 0.01%
159,642
-420
734
$6.24M 0.01%
217,142
-40,274
735
$6.24M 0.01%
29,029
+446
736
$6.23M 0.01%
167,052
-2,121
737
$6.2M 0.01%
73,291
+2,382
738
$6.19M 0.01%
91,525
+7,605
739
$6.18M 0.01%
182,684
+57,423
740
$6.16M 0.01%
534,051
-2,496
741
$6.14M 0.01%
42,971
+5,435
742
$6.12M 0.01%
148,765
-3,344
743
$6.06M 0.01%
20,268
+199
744
$6.06M 0.01%
161,839
-6,249
745
$6.05M 0.01%
26,235
+2,611
746
$6.05M 0.01%
73,958
-9,487
747
$6.04M 0.01%
35,091
+15,215
748
$6.03M 0.01%
99,583
-17,088
749
$6.03M 0.01%
220,227
+996
750
$6M 0.01%
77,156
-619
28 29
30
31 32