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
776
$5.62M 0.01%
153,615
+33,149
777
$5.57M 0.01%
175,656
-10,402
778
$5.55M 0.01%
135,685
-993
779
$5.53M 0.01%
29,942
-4,250
780
$5.52M 0.01%
151,942
-165,529
781
$5.51M 0.01%
109,413
+23,682
782
$5.51M 0.01%
50,187
+33,185
783
$5.5M 0.01%
103,752
-26,922
784
$5.5M 0.01%
23,991
+84
785
$5.5M 0.01%
73,361
+17,561
786
$5.49M 0.01%
2,759
-2,517
787
$5.49M 0.01%
12,293
+96
788
$5.48M 0.01%
24,351
+1,122
789
$5.48M 0.01%
13,004
-565
790
$5.48M 0.01%
33,729
-2,575
791
$5.4M 0.01%
181,524
-217,000
792
$5.39M 0.01%
600,022
-4,747
793
$5.38M 0.01%
38,942
+661
794
$5.36M 0.01%
53,582
-412
795
$5.36M 0.01%
59,239
-72,659
796
$5.35M 0.01%
561,120
-15,529
797
$5.33M 0.01%
193,357
-17,910
798
$5.3M 0.01%
54,615
+31,426
799
$5.29M 0.01%
267,834
-555
800
$5.29M 0.01%
67,957
+3,238
30 31
32
33 34