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
1151
$2.31M ﹤0.01%
17,583
+184
1152
$2.31M ﹤0.01%
62,149
-42,082
1153
$2.31M ﹤0.01%
19,351
+335
1154
$2.3M ﹤0.01%
190,284
+120,596
1155
$2.3M ﹤0.01%
28,357
-27,643
1156
$2.3M ﹤0.01%
42,613
+22,411
1157
$2.29M ﹤0.01%
+116,522
1158
$2.29M ﹤0.01%
14,586
+142
1159
$2.28M ﹤0.01%
7,807
+2,934
1160
$2.28M ﹤0.01%
155,900
+42
1161
$2.27M ﹤0.01%
25,206
-1,860
1162
$2.27M ﹤0.01%
103,164
+3,285
1163
$2.27M ﹤0.01%
7,835
+3,315
1164
$2.27M ﹤0.01%
11,153
+580
1165
$2.26M ﹤0.01%
26,140
-1,244
1166
$2.26M ﹤0.01%
24,326
+5,479
1167
$2.25M ﹤0.01%
18,081
-11,735
1168
$2.25M ﹤0.01%
8,865
+1,199
1169
$2.24M ﹤0.01%
82,475
-8,861
1170
$2.24M ﹤0.01%
51,668
-2,071
1171
$2.23M ﹤0.01%
64,678
-9,274
1172
$2.22M ﹤0.01%
31,110
-6,122
1173
$2.22M ﹤0.01%
4,428
-200
1174
$2.21M ﹤0.01%
19,118
-964
1175
$2.21M ﹤0.01%
58,201
-13,003
45 46
47
48 49