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
1426
$1.24M ﹤0.01%
21,534
+5,262
1427
$1.23M ﹤0.01%
453,705
+18,616
1428
$1.23M ﹤0.01%
36,687
-65
1429
$1.23M ﹤0.01%
36,706
-505
1430
$1.23M ﹤0.01%
21,385
+1,138
1431
$1.23M ﹤0.01%
13,855
-8,844
1432
$1.22M ﹤0.01%
42,707
-871
1433
$1.22M ﹤0.01%
12,884
+2,379
1434
$1.22M ﹤0.01%
7,476
+3,469
1435
$1.22M ﹤0.01%
27,824
+530
1436
$1.22M ﹤0.01%
12,686
+730
1437
$1.22M ﹤0.01%
26,708
+1,051
1438
$1.21M ﹤0.01%
19,740
+634
1439
$1.21M ﹤0.01%
6,601
+97
1440
$1.21M ﹤0.01%
28,119
+25
1441
$1.2M ﹤0.01%
12,454
+1,744
1442
$1.2M ﹤0.01%
11,641
-718
1443
$1.2M ﹤0.01%
26,205
+32
1444
$1.19M ﹤0.01%
10,674
+1,289
1445
$1.19M ﹤0.01%
17,214
-100
1446
$1.19M ﹤0.01%
31,640
-3,417
1447
$1.18M ﹤0.01%
12,185
+10,117
1448
$1.18M ﹤0.01%
32,334
-294
1449
$1.17M ﹤0.01%
22,138
-1,446
1450
$1.17M ﹤0.01%
7,018
+5,080
56 57
58
59 60