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
1301
$1.65M ﹤0.01%
11,902
-92
1302
$1.64M ﹤0.01%
95,856
+20,424
1303
$1.63M ﹤0.01%
6,577
+1,040
1304
$1.63M ﹤0.01%
29,949
-180
1305
$1.63M ﹤0.01%
25,794
-992
1306
$1.63M ﹤0.01%
9,645
+1,724
1307
$1.62M ﹤0.01%
26,827
-1,017
1308
$1.62M ﹤0.01%
68,350
-38,168
1309
$1.62M ﹤0.01%
40,490
+1,037
1310
$1.62M ﹤0.01%
32,676
-4,411
1311
$1.61M ﹤0.01%
79,994
+45,504
1312
$1.61M ﹤0.01%
31,353
-7,286
1313
$1.61M ﹤0.01%
24,179
-3,027
1314
$1.61M ﹤0.01%
7,305
+645
1315
$1.61M ﹤0.01%
+246,969
1316
$1.6M ﹤0.01%
63,059
+1,519
1317
$1.6M ﹤0.01%
14,248
+254
1318
$1.59M ﹤0.01%
170,788
-9,362
1319
$1.59M ﹤0.01%
42,745
+9,049
1320
$1.59M ﹤0.01%
17,937
+6,736
1321
$1.59M ﹤0.01%
25,708
+15,338
1322
$1.59M ﹤0.01%
45,024
+5,224
1323
$1.58M ﹤0.01%
11,009
+341
1324
$1.58M ﹤0.01%
35,475
+5,090
1325
$1.58M ﹤0.01%
12,429
+3,923
51 52
53
54 55