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
1201
$2.08M ﹤0.01%
19,668
-4,189
1202
$2.08M ﹤0.01%
13,879
-957
1203
$2.07M ﹤0.01%
30,038
+1,000
1204
$2.07M ﹤0.01%
42,942
-1,548
1205
$2.05M ﹤0.01%
40,687
+2,316
1206
$2.05M ﹤0.01%
60,960
-3,547
1207
$2.05M ﹤0.01%
39,660
-10,572
1208
$2.04M ﹤0.01%
111,347
+37,014
1209
$2.03M ﹤0.01%
36,604
+2,184
1210
$2.03M ﹤0.01%
30,014
-2,400
1211
$2.01M ﹤0.01%
91,498
-2,126
1212
$2M ﹤0.01%
10,683
-11
1213
$2M ﹤0.01%
8,747
+3,418
1214
$2M ﹤0.01%
40,961
-14,196
1215
$2M ﹤0.01%
9,745
-944
1216
$2M ﹤0.01%
100,659
-761
1217
$1.98M ﹤0.01%
13,876
+1,112
1218
$1.98M ﹤0.01%
35,467
-2,430
1219
$1.98M ﹤0.01%
17,022
-127
1220
$1.97M ﹤0.01%
50,027
+103
1221
$1.96M ﹤0.01%
54,491
-5,314
1222
$1.94M ﹤0.01%
47,737
-249
1223
$1.94M ﹤0.01%
3,365
-2,669
1224
$1.93M ﹤0.01%
40,228
-124
1225
$1.93M ﹤0.01%
17,834
+10,448
47 48
49
50 51