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
1076
$2.76M ﹤0.01%
89,475
-7,057
1077
$2.75M ﹤0.01%
94,480
-6,487
1078
$2.75M ﹤0.01%
113,157
-28,854
1079
$2.74M ﹤0.01%
123,159
-4,077
1080
$2.73M ﹤0.01%
16,038
+624
1081
$2.73M ﹤0.01%
74,279
-1,224
1082
$2.73M ﹤0.01%
38,728
+3,858
1083
$2.72M ﹤0.01%
13,239
-981
1084
$2.72M ﹤0.01%
85,759
+2,069
1085
$2.72M ﹤0.01%
137,184
-10,281
1086
$2.71M ﹤0.01%
1,528,818
+200,000
1087
$2.7M ﹤0.01%
21,699
+151
1088
$2.69M ﹤0.01%
87,971
+5,971
1089
$2.68M ﹤0.01%
9,671
+923
1090
$2.66M ﹤0.01%
61,278
+5,919
1091
$2.65M ﹤0.01%
50,418
+8,418
1092
$2.65M ﹤0.01%
45,739
-639
1093
$2.65M ﹤0.01%
29,540
-2,440
1094
$2.64M ﹤0.01%
40,434
-4,638
1095
$2.63M ﹤0.01%
4,283
+272
1096
$2.63M ﹤0.01%
1,352
-5
1097
$2.61M ﹤0.01%
18,963
+9,757
1098
$2.6M ﹤0.01%
123,121
+14,883
1099
$2.59M ﹤0.01%
88,613
+528
1100
$2.59M ﹤0.01%
20,743
+2,640
42 43
44
45 46