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
951
$3.63M 0.01%
51,464
+387
952
$3.62M 0.01%
48,970
-2,693
953
$3.62M 0.01%
86,059
-11,986
954
$3.62M 0.01%
99,977
-581
955
$3.6M 0.01%
+79,907
956
$3.59M 0.01%
173,026
-515
957
$3.59M 0.01%
56,900
-2,032
958
$3.59M 0.01%
79,343
-5,128
959
$3.59M 0.01%
44,837
+753
960
$3.58M 0.01%
93,269
+4,708
961
$3.57M 0.01%
74,214
-1,343
962
$3.57M 0.01%
159,018
-14,377
963
$3.57M 0.01%
46,414
-2,110
964
$3.56M 0.01%
94,568
-30,922
965
$3.54M 0.01%
159,173
+28,991
966
$3.54M 0.01%
89,792
+8,799
967
$3.53M 0.01%
10,764
-783
968
$3.52M 0.01%
28,549
+4,723
969
$3.51M 0.01%
48,434
-334
970
$3.51M 0.01%
53,332
-122
971
$3.5M 0.01%
73,158
-2,076
972
$3.49M 0.01%
8,314
-756
973
$3.49M 0.01%
26,912
+14,521
974
$3.48M 0.01%
144,910
+4,597
975
$3.48M 0.01%
137,499
+2,023
37 38
39
40 41