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
1401
$1.34M ﹤0.01%
12,368
+2,110
1402
$1.33M ﹤0.01%
108,086
-87,760
1403
$1.32M ﹤0.01%
28,638
+4,375
1404
$1.31M ﹤0.01%
37,692
-1,172
1405
$1.31M ﹤0.01%
17,405
-3,425
1406
$1.3M ﹤0.01%
31,477
-2,445
1407
$1.3M ﹤0.01%
+64,250
1408
$1.29M ﹤0.01%
1,053
+14
1409
$1.29M ﹤0.01%
25,730
-3,149
1410
$1.29M ﹤0.01%
27,822
+151
1411
$1.29M ﹤0.01%
64,776
+41,448
1412
$1.27M ﹤0.01%
4,380
-4,114
1413
$1.27M ﹤0.01%
26,239
+7,308
1414
$1.26M ﹤0.01%
12,313
+744
1415
$1.26M ﹤0.01%
19,353
+1,817
1416
$1.26M ﹤0.01%
17,624
-214
1417
$1.26M ﹤0.01%
29,260
-2,117
1418
$1.25M ﹤0.01%
24,651
+2,110
1419
$1.25M ﹤0.01%
29,292
+1,410
1420
$1.25M ﹤0.01%
60,079
+11,881
1421
$1.25M ﹤0.01%
102,926
+10,394
1422
$1.25M ﹤0.01%
12,632
+161
1423
$1.24M ﹤0.01%
22,078
+5,406
1424
$1.24M ﹤0.01%
40,745
+15,837
1425
$1.24M ﹤0.01%
6,874
+2,091
55 56
57
58 59