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
1001
$3.25M 0.01%
42,865
-841
1002
$3.24M 0.01%
116,608
-37,578
1003
$3.23M 0.01%
9,575
-1,028
1004
$3.23M 0.01%
53,493
+3,396
1005
$3.22M 0.01%
136,110
-10,564
1006
$3.22M 0.01%
20,472
+414
1007
$3.2M 0.01%
40,142
-7,654
1008
$3.2M 0.01%
107,253
+21,712
1009
$3.2M 0.01%
161,187
+9,423
1010
$3.2M 0.01%
163,193
-9,527
1011
$3.19M 0.01%
25,978
-597
1012
$3.19M 0.01%
140,850
-127,075
1013
$3.19M 0.01%
64,006
+1,207
1014
$3.19M 0.01%
21,124
+213
1015
$3.19M 0.01%
85,839
+9,046
1016
$3.18M 0.01%
29,558
+3,090
1017
$3.18M 0.01%
97,912
+854
1018
$3.18M 0.01%
63,732
-10,571
1019
$3.18M 0.01%
19,397
+299
1020
$3.18M 0.01%
39,239
-1,384
1021
$3.18M 0.01%
21,723
-7,391
1022
$3.17M 0.01%
88,393
-1,977
1023
$3.16M ﹤0.01%
144,139
+8,892
1024
$3.15M ﹤0.01%
35,875
-2,257
1025
$3.15M ﹤0.01%
87,684
-241
39 40
41
42 43