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
1376
$1.43M ﹤0.01%
68,936
-5,704
1377
$1.42M ﹤0.01%
13,587
-1,527
1378
$1.42M ﹤0.01%
24,529
-4,625
1379
$1.42M ﹤0.01%
42,100
-1,428
1380
$1.42M ﹤0.01%
22,388
-2
1381
$1.41M ﹤0.01%
14,863
+196
1382
$1.4M ﹤0.01%
8,889
+560
1383
$1.4M ﹤0.01%
51,113
+4,756
1384
$1.4M ﹤0.01%
2,645
-146
1385
$1.39M ﹤0.01%
35,013
-780
1386
$1.39M ﹤0.01%
37,293
+70
1387
$1.39M ﹤0.01%
37,173
-2,724
1388
$1.38M ﹤0.01%
36,389
-3,268
1389
$1.38M ﹤0.01%
19,508
+1,267
1390
$1.38M ﹤0.01%
6,604
-717
1391
$1.38M ﹤0.01%
8,216
+3,039
1392
$1.37M ﹤0.01%
+27,145
1393
$1.37M ﹤0.01%
85,900
+14,297
1394
$1.36M ﹤0.01%
25,168
-6,775
1395
$1.36M ﹤0.01%
32,904
+3,433
1396
$1.35M ﹤0.01%
159,214
-65,046
1397
$1.34M ﹤0.01%
15,857
-4,649
1398
$1.34M ﹤0.01%
12,191
+237
1399
$1.34M ﹤0.01%
36,979
-1,242
1400
$1.34M ﹤0.01%
51,330
+206
54 55
56
57 58