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
826
$4.92M 0.01%
140,749
+22,033
827
$4.92M 0.01%
44,578
+1,059
828
$4.91M 0.01%
17,227
-558
829
$4.89M 0.01%
51,112
-1,770
830
$4.89M 0.01%
52,798
-2,560
831
$4.87M 0.01%
71,634
+1,396
832
$4.87M 0.01%
42,517
+18,855
833
$4.86M 0.01%
9,344
-854
834
$4.86M 0.01%
73,515
-3,921
835
$4.84M 0.01%
19,610
+219
836
$4.84M 0.01%
38,058
+4,153
837
$4.81M 0.01%
26,086
-40
838
$4.78M 0.01%
69,417
+1,301
839
$4.75M 0.01%
10,466
+560
840
$4.74M 0.01%
62,205
+9,665
841
$4.73M 0.01%
403,425
+13,598
842
$4.72M 0.01%
200,509
+2,860
843
$4.71M 0.01%
143,913
-200,363
844
$4.71M 0.01%
64,633
+1,498
845
$4.7M 0.01%
44,751
-21,874
846
$4.69M 0.01%
44,817
+456
847
$4.69M 0.01%
399,973
+21,606
848
$4.66M 0.01%
495,592
-134,404
849
$4.66M 0.01%
43,885
-28,579
850
$4.65M 0.01%
121,240
+6,630
32 33
34
35 36