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
1326
$1.58M ﹤0.01%
24,265
+23
1327
$1.58M ﹤0.01%
54,028
+20,543
1328
$1.58M ﹤0.01%
193,093
-2,577
1329
$1.58M ﹤0.01%
43,807
+7,356
1330
$1.57M ﹤0.01%
24,044
-234
1331
$1.57M ﹤0.01%
30,732
-1,170
1332
$1.57M ﹤0.01%
12,407
+198
1333
$1.56M ﹤0.01%
43,610
-1,644
1334
$1.55M ﹤0.01%
29,568
+95
1335
$1.53M ﹤0.01%
1,256
-41
1336
$1.53M ﹤0.01%
187
+4
1337
$1.53M ﹤0.01%
8,136
+679
1338
$1.53M ﹤0.01%
41,675
+4,130
1339
$1.53M ﹤0.01%
89,308
+4,374
1340
$1.52M ﹤0.01%
18,989
-1,892
1341
$1.52M ﹤0.01%
98,970
-40,173
1342
$1.52M ﹤0.01%
9,496
+500
1343
$1.52M ﹤0.01%
75,524
+1,643
1344
$1.51M ﹤0.01%
101,971
-2,727
1345
$1.51M ﹤0.01%
21,433
+3,773
1346
$1.51M ﹤0.01%
58,567
+45,927
1347
$1.51M ﹤0.01%
8,150
+68
1348
$1.51M ﹤0.01%
65,097
-898
1349
$1.5M ﹤0.01%
19,665
-252
1350
$1.5M ﹤0.01%
+28,786
52 53
54
55 56