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
1476
$1.13M ﹤0.01%
48,773
1477
$1.12M ﹤0.01%
85,728
-152,357
1478
$1.12M ﹤0.01%
35,589
-39
1479
$1.12M ﹤0.01%
23,174
-3,212
1480
$1.11M ﹤0.01%
6,484
-911
1481
$1.11M ﹤0.01%
38,308
+30,858
1482
$1.11M ﹤0.01%
1,270
-3
1483
$1.11M ﹤0.01%
7,370
-5,319
1484
$1.1M ﹤0.01%
54,533
+4,358
1485
$1.1M ﹤0.01%
51,347
+1,263
1486
$1.1M ﹤0.01%
28,501
+21,450
1487
$1.1M ﹤0.01%
51,315
+1,588
1488
$1.1M ﹤0.01%
15,987
+6,700
1489
$1.09M ﹤0.01%
70,082
-21,645
1490
$1.09M ﹤0.01%
71,999
+5,381
1491
$1.09M ﹤0.01%
16,966
-1,129
1492
$1.08M ﹤0.01%
41,029
+2,215
1493
$1.08M ﹤0.01%
8,096
+662
1494
$1.08M ﹤0.01%
13,138
-817
1495
$1.07M ﹤0.01%
24,858
+91
1496
$1.07M ﹤0.01%
20,787
+750
1497
$1.07M ﹤0.01%
18,090
-653
1498
$1.07M ﹤0.01%
71,365
-8,357
1499
$1.07M ﹤0.01%
98,421
-2,319
1500
$1.06M ﹤0.01%
102,755
-68,254
58 59
60
61 62