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
126
$98.7M 0.15%
158,789
-296
127
$98.6M 0.15%
446,539
+11,224
128
$97.9M 0.15%
153,998
+5,931
129
$97.5M 0.15%
416,107
+15,809
130
$96.8M 0.15%
3,543,398
+82,358
131
$95.3M 0.15%
581,472
+44,663
132
$94.3M 0.15%
2,629,953
+190,665
133
$93.9M 0.15%
577,324
-28,663
134
$92.4M 0.14%
307,753
+7,890
135
$92.4M 0.14%
1,156,370
+312,873
136
$92.1M 0.14%
249,696
-9,394
137
$90.4M 0.14%
1,499,480
+66,914
138
$90.3M 0.14%
1,597,150
+60,365
139
$89.9M 0.14%
709,330
-697
140
$88.8M 0.14%
1,238,007
-14,424
141
$88.2M 0.14%
461,953
+20,848
142
$87.3M 0.14%
380,121
-12,321
143
$86M 0.13%
1,469,331
+193,640
144
$85.3M 0.13%
211,804
+1,885
145
$84.7M 0.13%
159,111
-20,065
146
$84.4M 0.13%
1,559,756
-67,809
147
$83.8M 0.13%
3,006,792
+125,780
148
$83.5M 0.13%
1,895,191
+455,815
149
$83.4M 0.13%
297,886
+846
150
$83.3M 0.13%
2,082,844
-129,783
4 5
6
7 8