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
801
$5.26M 0.01%
161,221
-14,086
802
$5.23M 0.01%
218,291
+33,276
803
$5.23M 0.01%
105,574
+2,936
804
$5.22M 0.01%
239,171
+35,660
805
$5.21M 0.01%
288,146
+84,927
806
$5.2M 0.01%
136,594
+2,311
807
$5.19M 0.01%
41,653
+306
808
$5.18M 0.01%
53,890
-3,555
809
$5.16M 0.01%
87,661
-10,421
810
$5.12M 0.01%
33,715
-727
811
$5.12M 0.01%
122,582
+39,603
812
$5.1M 0.01%
51,473
-750
813
$5.1M 0.01%
102,606
-2,140
814
$5.08M 0.01%
82,644
-21,508
815
$5.07M 0.01%
133,916
+29,835
816
$5.05M 0.01%
173,348
-204,958
817
$5.05M 0.01%
93,870
+59,843
818
$5.05M 0.01%
14,230
+825
819
$5.03M 0.01%
64,084
+14,254
820
$5.02M 0.01%
69,348
-7,231
821
$4.99M 0.01%
29,104
-977
822
$4.97M 0.01%
175,258
823
$4.95M 0.01%
48,654
-2,318
824
$4.94M 0.01%
134,620
-518
825
$4.94M 0.01%
58,172
-5,399
31 32
33
34 35