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
1101
$3M ﹤0.01%
24,209
+1,761
1102
$2.99M ﹤0.01%
85,352
+45,453
1103
$2.98M ﹤0.01%
47,872
-74,448
1104
$2.98M ﹤0.01%
30,385
-1,183
1105
$2.98M ﹤0.01%
11,604
+654
1106
$2.97M ﹤0.01%
23,878
-19,824
1107
$2.97M ﹤0.01%
284,465
+212,689
1108
$2.95M ﹤0.01%
15,667
+1,456
1109
$2.95M ﹤0.01%
6,546
+759
1110
$2.95M ﹤0.01%
111,481
+24,582
1111
$2.94M ﹤0.01%
36,732
+23,675
1112
$2.94M ﹤0.01%
44,760
+22,196
1113
$2.92M ﹤0.01%
118,803
+1,819
1114
$2.92M ﹤0.01%
37,953
-147
1115
$2.91M ﹤0.01%
219,856
+127,771
1116
$2.91M ﹤0.01%
52,902
+5,920
1117
$2.91M ﹤0.01%
31,598
+1,097
1118
$2.9M ﹤0.01%
40,333
1119
$2.89M ﹤0.01%
20,289
+6,038
1120
$2.88M ﹤0.01%
11,053
+596
1121
$2.87M ﹤0.01%
44,264
-594
1122
$2.87M ﹤0.01%
34,282
-613
1123
$2.87M ﹤0.01%
45,046
+13,515
1124
$2.86M ﹤0.01%
456,361
+96,534
1125
$2.85M ﹤0.01%
146,120
+12,611
43 44
45
46 47