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
1001
$3.68M 0.01%
27,774
+997
1002
$3.67M 0.01%
87,597
-6,519
1003
$3.66M 0.01%
24,569
-281
1004
$3.65M 0.01%
150,716
-13,436
1005
$3.65M 0.01%
29,658
-7,297
1006
$3.65M 0.01%
24,531
-1,562
1007
$3.63M 0.01%
71,165
+894
1008
$3.62M 0.01%
16,592
-1,390
1009
$3.6M 0.01%
26,338
+874
1010
$3.6M 0.01%
14,499
+1,447
1011
$3.6M 0.01%
63,335
-11,268
1012
$3.6M 0.01%
27,617
-6,977
1013
$3.58M 0.01%
95,071
-6,795
1014
$3.58M 0.01%
7,670
+1,162
1015
$3.57M 0.01%
49,453
-8,095
1016
$3.57M 0.01%
146,354
-250
1017
$3.56M 0.01%
44,886
+9,070
1018
$3.56M 0.01%
70,044
+3,591
1019
$3.55M 0.01%
+109,978
1020
$3.55M 0.01%
108,338
+9,110
1021
$3.51M 0.01%
113,752
-4,207
1022
$3.51M 0.01%
20,331
+471
1023
$3.5M 0.01%
41,791
+4,748
1024
$3.5M 0.01%
41,421
-8,298
1025
$3.5M 0.01%
125,997
+12,294
39 40
41
42 43