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
901
$4.25M 0.01%
143,452
+39,841
902
$4.23M 0.01%
25,540
+10,672
903
$4.23M 0.01%
20,462
+2,218
904
$4.2M 0.01%
110,932
+3,063
905
$4.18M 0.01%
45,249
+1,314
906
$4.17M 0.01%
45,253
+5,032
907
$4.16M 0.01%
7,844
-278
908
$4.15M 0.01%
63,475
-12,239
909
$4.13M 0.01%
95,097
-2,103
910
$4.12M 0.01%
19,408
+17,830
911
$4.1M 0.01%
19,898
+14,621
912
$4.1M 0.01%
80,823
+3,113
913
$4.1M 0.01%
53,272
+203
914
$4.09M 0.01%
46,071
-8,799
915
$4.06M 0.01%
79,170
+34,775
916
$4.06M 0.01%
31,264
+96
917
$4.01M 0.01%
147,334
-139,845
918
$3.97M 0.01%
+161,037
919
$3.97M 0.01%
34,267
+159
920
$3.97M 0.01%
79,073
+388
921
$3.96M 0.01%
119,141
-2,446
922
$3.96M 0.01%
29,637
+5,372
923
$3.95M 0.01%
43,900
+9,746
924
$3.95M 0.01%
73,031
+5,457
925
$3.93M 0.01%
120,326
+1,322
35 36
37
38 39