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
1551
$950K ﹤0.01%
22,853
-3,360
1552
$946K ﹤0.01%
49,906
+8,047
1553
$943K ﹤0.01%
6,854
+90
1554
$935K ﹤0.01%
6,832
-513
1555
$934K ﹤0.01%
21,053
+7,579
1556
$933K ﹤0.01%
27,045
-347
1557
$931K ﹤0.01%
17,177
-495
1558
$930K ﹤0.01%
26,089
-319
1559
$927K ﹤0.01%
50,113
+3,869
1560
$926K ﹤0.01%
13,860
-40
1561
$926K ﹤0.01%
69,931
-14,525
1562
$925K ﹤0.01%
53,381
+4,387
1563
$923K ﹤0.01%
27,077
-2,809
1564
$922K ﹤0.01%
32,903
1565
$921K ﹤0.01%
+35,726
1566
$919K ﹤0.01%
+29,900
1567
$919K ﹤0.01%
60,684
+1,300
1568
$918K ﹤0.01%
12,422
-64
1569
$915K ﹤0.01%
34,269
+222
1570
$913K ﹤0.01%
19,401
+8,430
1571
$912K ﹤0.01%
23,345
-3,257
1572
$910K ﹤0.01%
49,618
-4,965
1573
$910K ﹤0.01%
+15,523
1574
$908K ﹤0.01%
27,248
-2,985
1575
$905K ﹤0.01%
29,676
+12,356
61 62
63
64 65