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
$63.2B
AUM Growth
-$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,892
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$230M
3
+$178M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$151M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$126M

Top Sells

1
+$208M
2
+$125M
3
+$113M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$106M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$103M

Sector Composition

1 Technology 12.69%
2 Healthcare 9.34%
3 Financials 8.63%
4 Consumer Discretionary 6.81%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$1.55M ﹤0.01%
119,296
+42,004
1402
$1.55M ﹤0.01%
55,937
+177
1403
$1.55M ﹤0.01%
32,026
-4,817
1404
$1.55M ﹤0.01%
47,387
-2,738
1405
$1.55M ﹤0.01%
14,490
+775
1406
$1.54M ﹤0.01%
164,041
-6,821
1407
$1.54M ﹤0.01%
60,932
-10,713
1408
$1.53M ﹤0.01%
26,387
-6,673
1409
$1.53M ﹤0.01%
88,178
-4,365
1410
$1.52M ﹤0.01%
10,992
+4,009
1411
$1.52M ﹤0.01%
30,119
1412
$1.52M ﹤0.01%
39,096
-6,393
1413
$1.52M ﹤0.01%
8,005
-6,815
1414
$1.51M ﹤0.01%
23,673
-5,353
1415
$1.51M ﹤0.01%
149,182
-105
1416
$1.51M ﹤0.01%
12,495
-18
1417
$1.5M ﹤0.01%
23,265
+10,091
1418
$1.5M ﹤0.01%
+100,924
1419
$1.49M ﹤0.01%
20,892
-11,453
1420
$1.49M ﹤0.01%
4,630
+507
1421
$1.49M ﹤0.01%
67,393
+14,967
1422
$1.49M ﹤0.01%
16,658
+430
1423
$1.49M ﹤0.01%
61,397
-20,861
1424
$1.48M ﹤0.01%
13,118
-85
1425
$1.47M ﹤0.01%
19,431
+200
55 56
57
58 59