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
$63.2B
AUM Growth
-$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,892
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$230M
3
+$178M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$151M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$126M

Top Sells

1
+$208M
2
+$125M
3
+$113M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$106M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$103M

Sector Composition

1 Technology 12.69%
2 Healthcare 9.34%
3 Financials 8.63%
4 Consumer Discretionary 6.81%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$1.03M ﹤0.01%
16,696
-3,751
1602
$1.03M ﹤0.01%
5,663
-488
1603
$1.03M ﹤0.01%
15,564
-410
1604
$1.03M ﹤0.01%
50,208
-2,176
1605
$1.03M ﹤0.01%
13,696
-15,214
1606
$1.03M ﹤0.01%
14,183
+637
1607
$1.02M ﹤0.01%
31,066
-100
1608
$1.02M ﹤0.01%
37,170
-1,380
1609
$1.02M ﹤0.01%
9,849
+5,519
1610
$1.02M ﹤0.01%
7,171
-340
1611
$1.02M ﹤0.01%
15,021
+2,007
1612
$1.02M ﹤0.01%
8,138
-1,759
1613
$1.01M ﹤0.01%
24,098
+13,496
1614
$1.01M ﹤0.01%
12,034
+1,670
1615
$1.01M ﹤0.01%
9,913
-53,287
1616
$1.01M ﹤0.01%
93,415
+5,491
1617
$1M ﹤0.01%
21,346
+8,545
1618
$1M ﹤0.01%
66,546
1619
$1M ﹤0.01%
8,147
+1,646
1620
$1M ﹤0.01%
29,639
-8,647
1621
$1M ﹤0.01%
18,559
+8,467
1622
$1M ﹤0.01%
54,843
-372
1623
$1M ﹤0.01%
42,924
+4,932
1624
$998K ﹤0.01%
5,002
+169
1625
$995K ﹤0.01%
5,481
-100
63 64
65
66 67