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
1576
$901K ﹤0.01%
+21,149
1577
$896K ﹤0.01%
18,127
+19
1578
$894K ﹤0.01%
20,984
+1,617
1579
$894K ﹤0.01%
25,622
-5,140
1580
$894K ﹤0.01%
18,685
+2,711
1581
$893K ﹤0.01%
17,330
+4,455
1582
$887K ﹤0.01%
44,346
-1,534
1583
$886K ﹤0.01%
16,784
-13,969
1584
$884K ﹤0.01%
13,093
-1,081
1585
$880K ﹤0.01%
16,530
-11,953
1586
$878K ﹤0.01%
23,679
+2,768
1587
$876K ﹤0.01%
244,806
1588
$867K ﹤0.01%
7,412
-738
1589
$866K ﹤0.01%
22,417
-8,003
1590
$863K ﹤0.01%
37,972
+39
1591
$862K ﹤0.01%
14,032
+890
1592
$860K ﹤0.01%
22,916
+9,418
1593
$860K ﹤0.01%
3,591
+142
1594
$858K ﹤0.01%
15,188
-595
1595
$858K ﹤0.01%
11,699
+2,210
1596
$855K ﹤0.01%
12,388
-27
1597
$852K ﹤0.01%
46,580
-6,906
1598
$850K ﹤0.01%
22,449
+375
1599
$848K ﹤0.01%
8,748
-43
1600
$846K ﹤0.01%
4,613
-186
62 63
64
65 66