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
1126
$2.43M ﹤0.01%
21,265
-550
1127
$2.43M ﹤0.01%
47,848
+2,327
1128
$2.43M ﹤0.01%
103,970
+1,060
1129
$2.43M ﹤0.01%
+101,205
1130
$2.42M ﹤0.01%
102,740
-6,532
1131
$2.42M ﹤0.01%
+76,011
1132
$2.41M ﹤0.01%
38,477
-3
1133
$2.41M ﹤0.01%
57,099
-2,234
1134
$2.41M ﹤0.01%
16,859
-759
1135
$2.41M ﹤0.01%
38,523
-126
1136
$2.39M ﹤0.01%
+15,377
1137
$2.39M ﹤0.01%
42,036
+4,386
1138
$2.39M ﹤0.01%
64,106
-1,665
1139
$2.38M ﹤0.01%
58,757
-1,496
1140
$2.38M ﹤0.01%
108,542
-38,515
1141
$2.37M ﹤0.01%
122,173
+10,355
1142
$2.37M ﹤0.01%
31,537
-1,097
1143
$2.37M ﹤0.01%
53,855
-1,314
1144
$2.37M ﹤0.01%
47,950
-85,507
1145
$2.36M ﹤0.01%
49,477
+2,487
1146
$2.36M ﹤0.01%
67,535
+16,541
1147
$2.35M ﹤0.01%
81,156
-6,890
1148
$2.33M ﹤0.01%
35,688
+7,751
1149
$2.33M ﹤0.01%
244,209
+8,500
1150
$2.33M ﹤0.01%
68,828
-13,142
44 45
46
47 48