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
1226
$1.92M ﹤0.01%
14,517
+3,244
1227
$1.92M ﹤0.01%
46,746
-935
1228
$1.92M ﹤0.01%
40,005
-419
1229
$1.92M ﹤0.01%
281,267
-129,945
1230
$1.89M ﹤0.01%
24,794
-1,455
1231
$1.89M ﹤0.01%
5,098
+1,924
1232
$1.88M ﹤0.01%
38,337
+31,843
1233
$1.88M ﹤0.01%
99,826
-12,213
1234
$1.88M ﹤0.01%
28,778
-284
1235
$1.86M ﹤0.01%
8,240
+131
1236
$1.86M ﹤0.01%
52,730
-1,063
1237
$1.85M ﹤0.01%
29,305
-192
1238
$1.85M ﹤0.01%
8,049
-154
1239
$1.85M ﹤0.01%
19,482
+687
1240
$1.85M ﹤0.01%
14,038
+357
1241
$1.85M ﹤0.01%
+76,196
1242
$1.85M ﹤0.01%
71,437
-7,743
1243
$1.84M ﹤0.01%
45,362
-1,151
1244
$1.84M ﹤0.01%
16,298
-1,650
1245
$1.84M ﹤0.01%
16,674
-7,530
1246
$1.83M ﹤0.01%
90,924
+6,122
1247
$1.83M ﹤0.01%
19,610
+163
1248
$1.83M ﹤0.01%
25,857
-7,914
1249
$1.83M ﹤0.01%
38,391
+4,610
1250
$1.82M ﹤0.01%
119,593
-3,423
48 49
50
51 52