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
1226
$2.34M ﹤0.01%
6,038
+2,249
1227
$2.33M ﹤0.01%
32,059
+9,033
1228
$2.33M ﹤0.01%
174,240
+12,529
1229
$2.32M ﹤0.01%
54,330
+39,476
1230
$2.31M ﹤0.01%
31,956
-6,309
1231
$2.31M ﹤0.01%
18,463
+22
1232
$2.28M ﹤0.01%
71,625
-184,669
1233
$2.27M ﹤0.01%
65,416
+28,771
1234
$2.27M ﹤0.01%
75,660
+8,530
1235
$2.27M ﹤0.01%
35,173
-1,041
1236
$2.27M ﹤0.01%
71,238
+13,595
1237
$2.27M ﹤0.01%
1,729
+99
1238
$2.27M ﹤0.01%
157,645
-2,540
1239
$2.27M ﹤0.01%
56,339
-43,166
1240
$2.26M ﹤0.01%
49,614
+4,982
1241
$2.26M ﹤0.01%
19,863
+7,607
1242
$2.26M ﹤0.01%
49,617
+1,491
1243
$2.26M ﹤0.01%
43,325
-5,379
1244
$2.25M ﹤0.01%
10,971
+1,501
1245
$2.25M ﹤0.01%
43,817
+7,250
1246
$2.25M ﹤0.01%
114,376
+2,566
1247
$2.25M ﹤0.01%
79,803
+3,427
1248
$2.25M ﹤0.01%
33,296
-32,124
1249
$2.25M ﹤0.01%
+154,325
1250
$2.23M ﹤0.01%
43,212
+28,762
48 49
50
51 52