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
1051
$2.96M ﹤0.01%
56,512
+5,877
1052
$2.94M ﹤0.01%
25,361
+151
1053
$2.94M ﹤0.01%
56,748
-4,975
1054
$2.93M ﹤0.01%
72,367
-4,091
1055
$2.93M ﹤0.01%
27,705
-2,611
1056
$2.88M ﹤0.01%
17,394
+552
1057
$2.88M ﹤0.01%
90,130
-3,074
1058
$2.87M ﹤0.01%
52,119
-1,012
1059
$2.85M ﹤0.01%
47,784
-23,274
1060
$2.85M ﹤0.01%
97,595
-9,106
1061
$2.85M ﹤0.01%
51,827
+712
1062
$2.84M ﹤0.01%
8,389
+1,151
1063
$2.83M ﹤0.01%
251,121
-109,134
1064
$2.83M ﹤0.01%
16,139
-357
1065
$2.81M ﹤0.01%
103,710
-676
1066
$2.81M ﹤0.01%
55,636
-3,922
1067
$2.81M ﹤0.01%
26,991
-8,457
1068
$2.8M ﹤0.01%
17,451
+1,401
1069
$2.8M ﹤0.01%
36,946
-21,820
1070
$2.8M ﹤0.01%
302,057
+98,196
1071
$2.8M ﹤0.01%
40,870
+331
1072
$2.8M ﹤0.01%
126,158
-15,259
1073
$2.79M ﹤0.01%
162,021
+2,787
1074
$2.79M ﹤0.01%
26,486
+483
1075
$2.79M ﹤0.01%
52,792
+1,456
41 42
43
44 45