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
$63.2B
AUM Growth
-$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,892
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$230M
3
+$178M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$151M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$126M

Top Sells

1
+$208M
2
+$125M
3
+$113M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$106M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$103M

Sector Composition

1 Technology 12.69%
2 Healthcare 9.34%
3 Financials 8.63%
4 Consumer Discretionary 6.81%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3.9M 0.01%
174,997
+157,420
977
$3.9M 0.01%
16,261
+14,662
978
$3.9M 0.01%
201,054
-2,130
979
$3.9M 0.01%
151,026
+127
980
$3.9M 0.01%
139,553
+25,450
981
$3.89M 0.01%
16,447
-179
982
$3.88M 0.01%
60,924
+49,004
983
$3.86M 0.01%
86,992
-343
984
$3.86M 0.01%
122,272
-73,707
985
$3.83M 0.01%
8,774
+638
986
$3.81M 0.01%
107,849
-662
987
$3.81M 0.01%
18,983
-348
988
$3.81M 0.01%
78,953
-503
989
$3.8M 0.01%
10,977
+1,123
990
$3.8M 0.01%
98,948
+9,293
991
$3.8M 0.01%
82,495
+1,036
992
$3.79M 0.01%
15,850
+5,855
993
$3.77M 0.01%
114,133
+9,055
994
$3.76M 0.01%
120,500
+13,545
995
$3.74M 0.01%
52,968
-13,605
996
$3.74M 0.01%
48,368
+2,925
997
$3.73M 0.01%
145,247
+1,148
998
$3.71M 0.01%
39,188
+6,969
999
$3.7M 0.01%
8,350
+4,431
1000
$3.7M 0.01%
106,004
+32,755
38 39
40
41 42