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
1201
$2.5M ﹤0.01%
17,337
+210
1202
$2.5M ﹤0.01%
58,139
-13,879
1203
$2.49M ﹤0.01%
100,191
+42,288
1204
$2.49M ﹤0.01%
23,079
+1,136
1205
$2.48M ﹤0.01%
56,495
+3,305
1206
$2.46M ﹤0.01%
96,565
+5,283
1207
$2.45M ﹤0.01%
64,126
+54,779
1208
$2.45M ﹤0.01%
11,824
+3,707
1209
$2.44M ﹤0.01%
122,316
+40,126
1210
$2.44M ﹤0.01%
14,547
+864
1211
$2.44M ﹤0.01%
67,590
-16,791
1212
$2.43M ﹤0.01%
18,030
+3,670
1213
$2.42M ﹤0.01%
24,340
-6,853
1214
$2.42M ﹤0.01%
8,146
-906
1215
$2.38M ﹤0.01%
181,612
+151,410
1216
$2.38M ﹤0.01%
55,026
+8,694
1217
$2.37M ﹤0.01%
24,666
-2,413
1218
$2.37M ﹤0.01%
28,256
+3,989
1219
$2.37M ﹤0.01%
124,489
-6,333
1220
$2.36M ﹤0.01%
26,273
-1,599
1221
$2.36M ﹤0.01%
55,312
-2,814
1222
$2.36M ﹤0.01%
42,251
-3,634
1223
$2.35M ﹤0.01%
44,658
+4,883
1224
$2.35M ﹤0.01%
120,380
+3,290
1225
$2.35M ﹤0.01%
27,830
+5,326
47 48
49
50 51