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
$63.2B
AUM Growth
-$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,892
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$230M
3
+$178M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$151M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$126M

Top Sells

1
+$208M
2
+$125M
3
+$113M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$106M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$103M

Sector Composition

1 Technology 12.69%
2 Healthcare 9.34%
3 Financials 8.63%
4 Consumer Discretionary 6.81%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$6.26M 0.01%
150,618
-14,320
802
$6.25M 0.01%
31,081
+368
803
$6.24M 0.01%
157,490
-10,312
804
$6.24M 0.01%
43,039
+594
805
$6.22M 0.01%
284,062
+6,926
806
$6.21M 0.01%
125,331
+30,097
807
$6.21M 0.01%
204,240
-10,019
808
$6.21M 0.01%
109,452
-16,802
809
$6.19M 0.01%
118,952
810
$6.17M 0.01%
117,567
-33,112
811
$6.14M 0.01%
167,259
-106,279
812
$6.14M 0.01%
288,898
+276,880
813
$6.14M 0.01%
29,870
+6,089
814
$6.14M 0.01%
79,541
+859
815
$6.13M 0.01%
93,577
-22,770
816
$6.13M 0.01%
110,652
-6,405
817
$6.13M 0.01%
84,793
+10,069
818
$6.11M 0.01%
40,426
+6,249
819
$6.09M 0.01%
448,850
-111,436
820
$6.02M 0.01%
21,849
-339
821
$5.96M 0.01%
44,423
+1,098
822
$5.94M 0.01%
283,459
+63,529
823
$5.92M 0.01%
97,833
+5,930
824
$5.92M 0.01%
90,909
+1,050
825
$5.91M 0.01%
73,005
-24,696
31 32
33
34 35