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
976
$3.47M 0.01%
45,094
+2,663
977
$3.44M 0.01%
73,784
+228
978
$3.44M 0.01%
13,377
+3,321
979
$3.44M 0.01%
+114,929
980
$3.43M 0.01%
16,339
+38
981
$3.43M 0.01%
8,657
+327
982
$3.41M 0.01%
10,277
+6,417
983
$3.41M 0.01%
40,019
-1,287
984
$3.4M 0.01%
43,531
-1,715
985
$3.39M 0.01%
14,580
-9,282
986
$3.38M 0.01%
36,099
-7,881
987
$3.38M 0.01%
19,014
+40
988
$3.38M 0.01%
76,392
-29,784
989
$3.35M 0.01%
85,900
-594
990
$3.34M 0.01%
35,056
-1,869
991
$3.34M 0.01%
30,530
+267
992
$3.33M 0.01%
+136,194
993
$3.31M 0.01%
10,575
-542
994
$3.31M 0.01%
+140,091
995
$3.3M 0.01%
57,453
-4,699
996
$3.29M 0.01%
71,248
-312,657
997
$3.27M 0.01%
56,072
+10
998
$3.26M 0.01%
20,287
+39
999
$3.25M 0.01%
36,256
-25
1000
$3.25M 0.01%
+219,966
38 39
40
41 42