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
76
$157M 0.25%
1,195,080
+44,508
77
$156M 0.24%
664,322
-20,103
78
$152M 0.24%
479,857
+18,206
79
$148M 0.23%
829,030
-106,090
80
$147M 0.23%
29,569
+591
81
$147M 0.23%
2,066,985
+84,576
82
$146M 0.23%
452,883
+47,747
83
$146M 0.23%
2,458,278
+423,682
84
$145M 0.23%
274,579
-4,263
85
$144M 0.23%
2,510,755
-721,230
86
$144M 0.23%
1,875,667
+99,374
87
$144M 0.22%
228,068
-8,333
88
$142M 0.22%
537,265
+2,403
89
$141M 0.22%
422,598
+26,160
90
$141M 0.22%
1,901,708
+59,361
91
$137M 0.21%
3,122,045
+7,495
92
$137M 0.21%
369,823
-3,566
93
$136M 0.21%
1,221,767
-178,504
94
$135M 0.21%
548,951
-39,007
95
$134M 0.21%
362,695
+13,505
96
$132M 0.21%
271,868
+2,051
97
$131M 0.21%
1,060,547
-21,514
98
$129M 0.2%
248,092
+7,298
99
$127M 0.2%
438,775
-12,268
100
$126M 0.2%
2,418,074
+523,146
2 3
4
5 6