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
101
$126M 0.2%
519,835
+29,413
102
$126M 0.2%
1,077,031
-211,396
103
$126M 0.2%
1,438,170
-230,864
104
$125M 0.2%
1,177,651
+281,364
105
$125M 0.2%
2,623,849
+183,245
106
$124M 0.19%
1,584,861
+670,089
107
$123M 0.19%
673,767
+32,987
108
$121M 0.19%
1,191,099
+37,240
109
$119M 0.19%
208,226
-1,216
110
$117M 0.18%
917,669
-21,298
111
$117M 0.18%
5,121,320
+46,892
112
$116M 0.18%
2,249,773
+41,404
113
$116M 0.18%
329,333
-11,578
114
$113M 0.18%
854,001
-23,891
115
$112M 0.18%
2,214,046
+183,076
116
$112M 0.17%
464,914
-27,480
117
$111M 0.17%
1,118,094
-318,601
118
$111M 0.17%
1,197,065
-322,905
119
$108M 0.17%
1,621,562
+147,540
120
$107M 0.17%
1,383,420
+210,080
121
$106M 0.17%
1,158,107
+92,162
122
$105M 0.16%
466,523
-4,133
123
$104M 0.16%
722,351
-60,960
124
$100M 0.16%
341,468
-34,324
125
$99.3M 0.16%
560,757
-81,414
3 4
5
6 7