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
1526
$999K ﹤0.01%
11,907
+7,019
1527
$997K ﹤0.01%
9,642
-7,986
1528
$997K ﹤0.01%
77,448
-34,669
1529
$991K ﹤0.01%
21,298
-1,269
1530
$990K ﹤0.01%
27,756
+3,598
1531
$990K ﹤0.01%
7,885
+102
1532
$987K ﹤0.01%
26,461
-2,407
1533
$982K ﹤0.01%
64,845
-8,011
1534
$982K ﹤0.01%
4,148
-104
1535
$979K ﹤0.01%
31,707
+220
1536
$977K ﹤0.01%
2,697
-11
1537
$976K ﹤0.01%
26,462
+146
1538
$975K ﹤0.01%
27,420
+1,168
1539
$974K ﹤0.01%
5,973
-763
1540
$973K ﹤0.01%
110,316
+11,544
1541
$971K ﹤0.01%
46,607
-20,542
1542
$971K ﹤0.01%
37,879
+7,096
1543
$968K ﹤0.01%
48,049
+1,230
1544
$965K ﹤0.01%
13,796
-473
1545
$962K ﹤0.01%
15,497
-149
1546
$962K ﹤0.01%
4,082
-230
1547
$956K ﹤0.01%
46,177
+4,767
1548
$956K ﹤0.01%
51,366
-61,937
1549
$953K ﹤0.01%
4,048
+322
1550
$952K ﹤0.01%
5,306
-4,516
60 61
62
63 64