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
1101
$2.57M ﹤0.01%
115,980
-36,223
1102
$2.57M ﹤0.01%
326,913
-3,982
1103
$2.57M ﹤0.01%
19,388
+4,891
1104
$2.56M ﹤0.01%
11,995
+8,413
1105
$2.56M ﹤0.01%
54,358
-1,000
1106
$2.55M ﹤0.01%
14,099
-6,990
1107
$2.54M ﹤0.01%
70,146
-262
1108
$2.54M ﹤0.01%
184,981
-3,352
1109
$2.54M ﹤0.01%
18,045
-66
1110
$2.54M ﹤0.01%
80,697
-4,325
1111
$2.53M ﹤0.01%
7,390
-1,299
1112
$2.52M ﹤0.01%
29,357
+3,072
1113
$2.51M ﹤0.01%
84,175
-10,314
1114
$2.51M ﹤0.01%
36,235
-19
1115
$2.51M ﹤0.01%
2,270
-237
1116
$2.49M ﹤0.01%
256,471
-1,641
1117
$2.49M ﹤0.01%
83,784
+1,022
1118
$2.48M ﹤0.01%
62,420
+9,979
1119
$2.48M ﹤0.01%
72,842
-898
1120
$2.48M ﹤0.01%
122,961
+1,694
1121
$2.47M ﹤0.01%
40,504
-1,790
1122
$2.47M ﹤0.01%
43,987
-392
1123
$2.46M ﹤0.01%
161,392
+12,507
1124
$2.46M ﹤0.01%
120,080
-108,714
1125
$2.44M ﹤0.01%
155,528
-4,264
43 44
45
46 47