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
1351
$1.5M ﹤0.01%
31,032
-3,958
1352
$1.48M ﹤0.01%
25,160
-602
1353
$1.48M ﹤0.01%
29,649
+426
1354
$1.48M ﹤0.01%
52,300
-924
1355
$1.48M ﹤0.01%
9,673
-27,073
1356
$1.48M ﹤0.01%
54,260
+1,640
1357
$1.47M ﹤0.01%
36,104
+160
1358
$1.47M ﹤0.01%
7,339
+32
1359
$1.46M ﹤0.01%
9,870
-1,232
1360
$1.45M ﹤0.01%
116,707
-12,365
1361
$1.45M ﹤0.01%
12,027
+240
1362
$1.45M ﹤0.01%
16,152
-139
1363
$1.45M ﹤0.01%
61,515
+32,738
1364
$1.45M ﹤0.01%
19,078
+8,598
1365
$1.45M ﹤0.01%
29,054
+385
1366
$1.44M ﹤0.01%
28,111
+2,153
1367
$1.44M ﹤0.01%
72,556
-2,420
1368
$1.44M ﹤0.01%
4,284
+472
1369
$1.44M ﹤0.01%
8,597
+2,233
1370
$1.44M ﹤0.01%
20,005
-856
1371
$1.44M ﹤0.01%
45,874
+13,946
1372
$1.43M ﹤0.01%
50,889
+1,373
1373
$1.43M ﹤0.01%
135,433
-23,016
1374
$1.43M ﹤0.01%
24,282
-14,717
1375
$1.43M ﹤0.01%
42,938
+7,473
53 54
55
56 57