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
751
$6M 0.01%
42,236
-2,710
752
$5.99M 0.01%
102,703
-14,356
753
$5.99M 0.01%
151,451
+11,677
754
$5.97M 0.01%
45,410
-143
755
$5.84M 0.01%
104,104
-2,192
756
$5.83M 0.01%
124,285
+9,658
757
$5.82M 0.01%
282,809
+17,632
758
$5.82M 0.01%
101,456
-379,841
759
$5.79M 0.01%
198,369
+13,391
760
$5.79M 0.01%
162,261
+14,354
761
$5.78M 0.01%
48,412
+19,047
762
$5.77M 0.01%
29,254
+1,500
763
$5.75M 0.01%
125,973
+59,964
764
$5.74M 0.01%
45,584
-15,772
765
$5.74M 0.01%
30,059
+1,628
766
$5.73M 0.01%
118,923
+5,215
767
$5.71M 0.01%
148,719
-171,620
768
$5.71M 0.01%
90,975
+700
769
$5.71M 0.01%
454,771
+36,809
770
$5.7M 0.01%
53,737
+15,745
771
$5.69M 0.01%
99,109
-7,490
772
$5.68M 0.01%
50,921
+15,719
773
$5.68M 0.01%
68,625
+563
774
$5.67M 0.01%
124,230
+933
775
$5.64M 0.01%
12,127
-938
29 30
31
32 33