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
1026
$3.13M ﹤0.01%
329,093
-1,838,641
1027
$3.12M ﹤0.01%
77,289
-454
1028
$3.12M ﹤0.01%
41,166
+24,835
1029
$3.1M ﹤0.01%
48,373
-5,643
1030
$3.1M ﹤0.01%
10,853
-80
1031
$3.08M ﹤0.01%
16,771
-749
1032
$3.08M ﹤0.01%
53,087
+1,785
1033
$3.07M ﹤0.01%
11,516
+782
1034
$3.07M ﹤0.01%
30,723
-236
1035
$3.06M ﹤0.01%
41,340
+6,676
1036
$3.05M ﹤0.01%
127,562
-17,724
1037
$3.03M ﹤0.01%
35,755
+1,556
1038
$3.02M ﹤0.01%
9,186
+72
1039
$2.99M ﹤0.01%
89,072
+1,826
1040
$2.99M ﹤0.01%
59,491
+1,529
1041
$2.99M ﹤0.01%
97,233
-1,262
1042
$2.98M ﹤0.01%
31,231
+3,584
1043
$2.98M ﹤0.01%
114,269
-10,855
1044
$2.98M ﹤0.01%
126,762
-2,239
1045
$2.97M ﹤0.01%
30,181
+487
1046
$2.97M ﹤0.01%
72,993
-1,054,755
1047
$2.97M ﹤0.01%
50,970
+19,714
1048
$2.96M ﹤0.01%
96,517
-14,877
1049
$2.96M ﹤0.01%
104,275
-2,552
1050
$2.96M ﹤0.01%
30,208
+927
40 41
42
43 44