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
851
$4.65M 0.01%
21,703
+557
852
$4.65M 0.01%
157,354
-41,272
853
$4.65M 0.01%
+165,906
854
$4.63M 0.01%
24,428
-879
855
$4.63M 0.01%
92,322
-21,764
856
$4.62M 0.01%
249,871
+133,091
857
$4.59M 0.01%
35,405
+602
858
$4.59M 0.01%
198,406
-29,043
859
$4.58M 0.01%
29,638
-195
860
$4.57M 0.01%
23,367
-3,941
861
$4.56M 0.01%
53,399
-15,423
862
$4.52M 0.01%
33,669
-3,079
863
$4.51M 0.01%
97,894
+17,059
864
$4.5M 0.01%
254,327
-2,138
865
$4.49M 0.01%
110,842
+3,370
866
$4.49M 0.01%
171,321
+3,966
867
$4.49M 0.01%
55,611
+913
868
$4.47M 0.01%
310,202
+889
869
$4.47M 0.01%
35,441
+2,274
870
$4.46M 0.01%
70,301
-3,593
871
$4.46M 0.01%
92,623
-29,404
872
$4.46M 0.01%
130,350
-4,078
873
$4.46M 0.01%
119,738
-12,924
874
$4.46M 0.01%
120,057
-5,709
875
$4.45M 0.01%
110,711
-369
33 34
35
36 37