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
1176
$2.21M ﹤0.01%
19,565
+83
1177
$2.21M ﹤0.01%
12,931
-1,715
1178
$2.2M ﹤0.01%
11,953
+930
1179
$2.19M ﹤0.01%
53,017
-4,140
1180
$2.18M ﹤0.01%
16,380
-3,371
1181
$2.15M ﹤0.01%
69,734
-8,647
1182
$2.14M ﹤0.01%
10,007
-131
1183
$2.14M ﹤0.01%
12,295
-464
1184
$2.13M ﹤0.01%
57,946
-882
1185
$2.13M ﹤0.01%
44,198
-21,259
1186
$2.12M ﹤0.01%
69,011
-15,359
1187
$2.12M ﹤0.01%
28,618
+71
1188
$2.12M ﹤0.01%
40,453
-6,312
1189
$2.12M ﹤0.01%
18,222
+1,657
1190
$2.11M ﹤0.01%
60,260
+14,982
1191
$2.11M ﹤0.01%
49,212
+6,644
1192
$2.11M ﹤0.01%
20,107
-475
1193
$2.11M ﹤0.01%
29,593
1194
$2.1M ﹤0.01%
42,024
-14,288
1195
$2.09M ﹤0.01%
80,521
+5,843
1196
$2.09M ﹤0.01%
13,481
+847
1197
$2.08M ﹤0.01%
7,679
+25
1198
$2.08M ﹤0.01%
20,619
+1,677
1199
$2.08M ﹤0.01%
+44,242
1200
$2.08M ﹤0.01%
30,826
+1,083
46 47
48
49 50