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
1276
$1.73M ﹤0.01%
57,325
+4,762
1277
$1.72M ﹤0.01%
20,276
+1,055
1278
$1.72M ﹤0.01%
16,957
-1,456
1279
$1.71M ﹤0.01%
135,942
+6,506
1280
$1.71M ﹤0.01%
97,929
-174,760
1281
$1.71M ﹤0.01%
37,687
+3,030
1282
$1.71M ﹤0.01%
54,683
+38,680
1283
$1.71M ﹤0.01%
34,844
-3,030
1284
$1.71M ﹤0.01%
8,764
+458
1285
$1.7M ﹤0.01%
34,152
+2,120
1286
$1.7M ﹤0.01%
17,795
+5,781
1287
$1.7M ﹤0.01%
15,512
+2,103
1288
$1.7M ﹤0.01%
50,000
1289
$1.7M ﹤0.01%
30,898
+8,838
1290
$1.69M ﹤0.01%
38,531
+1,108
1291
$1.68M ﹤0.01%
19,908
+129
1292
$1.68M ﹤0.01%
30,837
+13,678
1293
$1.68M ﹤0.01%
19,087
-166
1294
$1.67M ﹤0.01%
55,831
+48,453
1295
$1.67M ﹤0.01%
44,078
-532
1296
$1.67M ﹤0.01%
27,113
+4,567
1297
$1.66M ﹤0.01%
20,659
+107
1298
$1.66M ﹤0.01%
46,403
+1,449
1299
$1.65M ﹤0.01%
86,334
-11,030
1300
$1.65M ﹤0.01%
52,487
+1,345
50 51
52
53 54