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
1501
$1.06M ﹤0.01%
31,805
+13,211
1502
$1.06M ﹤0.01%
18,729
-522
1503
$1.05M ﹤0.01%
58,872
-2,005
1504
$1.05M ﹤0.01%
9,851
+2,194
1505
$1.05M ﹤0.01%
5,624
+541
1506
$1.05M ﹤0.01%
49,718
-38,850
1507
$1.05M ﹤0.01%
25,946
-648
1508
$1.05M ﹤0.01%
28,698
+3,397
1509
$1.04M ﹤0.01%
3,222
-444
1510
$1.04M ﹤0.01%
19,487
1511
$1.03M ﹤0.01%
4,398
+2,539
1512
$1.03M ﹤0.01%
31,961
+94
1513
$1.03M ﹤0.01%
5,850
-1,024
1514
$1.03M ﹤0.01%
11,101
-141
1515
$1.03M ﹤0.01%
3,294
-226
1516
$1.02M ﹤0.01%
6,029
+712
1517
$1.02M ﹤0.01%
38,266
-859
1518
$1.02M ﹤0.01%
130,682
+58,002
1519
$1.01M ﹤0.01%
12,830
-43,736
1520
$1.01M ﹤0.01%
9,751
+3,129
1521
$1.01M ﹤0.01%
15,016
+96
1522
$1.01M ﹤0.01%
7,005
+4,273
1523
$1.01M ﹤0.01%
4,047
-75
1524
$1.01M ﹤0.01%
47,820
+1,261
1525
$1M ﹤0.01%
64,548
-12,977
59 60
61
62 63