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
1451
$1.17M ﹤0.01%
11,242
-208
1452
$1.17M ﹤0.01%
89,821
+18,243
1453
$1.17M ﹤0.01%
22,567
+10,780
1454
$1.17M ﹤0.01%
+42,711
1455
$1.16M ﹤0.01%
64,959
1456
$1.16M ﹤0.01%
12,579
+1,424
1457
$1.16M ﹤0.01%
21,865
+8,255
1458
$1.15M ﹤0.01%
46,326
-1,688
1459
$1.15M ﹤0.01%
12,799
-1,021
1460
$1.15M ﹤0.01%
+4,465
1461
$1.15M ﹤0.01%
53,535
+12,220
1462
$1.15M ﹤0.01%
17,600
-308
1463
$1.15M ﹤0.01%
7,743
+230
1464
$1.15M ﹤0.01%
45,911
+2,269
1465
$1.14M ﹤0.01%
12,325
+1,417
1466
$1.14M ﹤0.01%
24,889
-55
1467
$1.14M ﹤0.01%
21,366
-4,189
1468
$1.14M ﹤0.01%
61,839
-10,380
1469
$1.14M ﹤0.01%
49,185
+27,446
1470
$1.13M ﹤0.01%
13,201
+1,204
1471
$1.13M ﹤0.01%
54,939
+41,423
1472
$1.13M ﹤0.01%
6,251
-1,234
1473
$1.13M ﹤0.01%
26,418
-497
1474
$1.13M ﹤0.01%
35,570
+6,454
1475
$1.13M ﹤0.01%
8,949
-78
57 58
59
60 61