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
926
$3.93M 0.01%
17,157
-321
927
$3.91M 0.01%
58,959
-1,229
928
$3.91M 0.01%
6,571
-76
929
$3.9M 0.01%
22,399
-12,336
930
$3.89M 0.01%
15,657
+233
931
$3.88M 0.01%
20,032
-955
932
$3.88M 0.01%
26,517
-1,893
933
$3.86M 0.01%
29,113
-3,902
934
$3.86M 0.01%
16,226
-354
935
$3.85M 0.01%
46,156
+268
936
$3.85M 0.01%
9,069
-1,182
937
$3.82M 0.01%
47,141
+9,727
938
$3.82M 0.01%
36,680
-8,193
939
$3.76M 0.01%
26,985
-2
940
$3.75M 0.01%
261,135
+16,499
941
$3.75M 0.01%
20,138
-316
942
$3.74M 0.01%
19,972
+262
943
$3.72M 0.01%
144,001
-26,915
944
$3.72M 0.01%
43,197
-16,300
945
$3.69M 0.01%
43,458
+4,300
946
$3.69M 0.01%
128,425
+3,578
947
$3.69M 0.01%
73,029
-42,842
948
$3.67M 0.01%
17,516
-7,700
949
$3.65M 0.01%
21,094
+102
950
$3.63M 0.01%
32,857
+1,894
36 37
38
39 40