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
876
$4.44M 0.01%
110,112
-959
877
$4.44M 0.01%
243,493
-7,332
878
$4.41M 0.01%
32,842
+18,053
879
$4.41M 0.01%
95,227
+17,374
880
$4.4M 0.01%
65,624
+20,924
881
$4.4M 0.01%
7,428
+2,793
882
$4.39M 0.01%
22,033
+1,398
883
$4.39M 0.01%
47,211
+1,600
884
$4.39M 0.01%
46,429
+6,914
885
$4.38M 0.01%
45,395
-3,068
886
$4.38M 0.01%
197,212
+6,520
887
$4.37M 0.01%
48,990
-672
888
$4.35M 0.01%
113,837
+103,782
889
$4.34M 0.01%
43,672
-940
890
$4.34M 0.01%
99,489
+5,406
891
$4.32M 0.01%
123,573
-4,697
892
$4.32M 0.01%
42,197
-461
893
$4.31M 0.01%
119,561
+2,434
894
$4.3M 0.01%
40,715
-1,031
895
$4.29M 0.01%
168,736
+5,052
896
$4.28M 0.01%
203,905
-250
897
$4.27M 0.01%
44,670
+2,201
898
$4.27M 0.01%
47,383
+21,596
899
$4.27M 0.01%
56,070
-793
900
$4.26M 0.01%
58,751
-1,523
34 35
36
37 38