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
1251
$1.82M ﹤0.01%
+46,182
1252
$1.82M ﹤0.01%
18,043
+35
1253
$1.81M ﹤0.01%
305,267
-1,400
1254
$1.81M ﹤0.01%
45,650
-1,077
1255
$1.81M ﹤0.01%
30,585
-797
1256
$1.8M ﹤0.01%
51,939
-6,575
1257
$1.79M ﹤0.01%
20,957
-2,278
1258
$1.79M ﹤0.01%
47,857
-1,002
1259
$1.78M ﹤0.01%
50,606
-614
1260
$1.78M ﹤0.01%
58,737
-3,633
1261
$1.78M ﹤0.01%
1,490
+2
1262
$1.78M ﹤0.01%
5,037
-2,920
1263
$1.78M ﹤0.01%
46,300
+1,520
1264
$1.78M ﹤0.01%
43,009
-59,605
1265
$1.77M ﹤0.01%
8,033
+472
1266
$1.76M ﹤0.01%
9,334
+179
1267
$1.76M ﹤0.01%
23,108
-20
1268
$1.76M ﹤0.01%
81,636
-386
1269
$1.75M ﹤0.01%
121,428
-4,171
1270
$1.74M ﹤0.01%
30,290
+17,429
1271
$1.73M ﹤0.01%
12,037
+4,034
1272
$1.73M ﹤0.01%
34,307
-3,590
1273
$1.73M ﹤0.01%
74,568
-316,802
1274
$1.73M ﹤0.01%
40,536
+3,489
1275
$1.73M ﹤0.01%
28,560
-8,210
49 50
51
52 53