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
1601
$839K ﹤0.01%
13,464
-1,935
1602
$835K ﹤0.01%
4,692
-1,677
1603
$834K ﹤0.01%
211,059
-81,121
1604
$833K ﹤0.01%
20,184
-276
1605
$832K ﹤0.01%
23,798
+9,502
1606
$831K ﹤0.01%
17,604
-785
1607
$831K ﹤0.01%
21,613
-1,250
1608
$831K ﹤0.01%
26,451
-7,245
1609
$829K ﹤0.01%
17,358
+5,104
1610
$823K ﹤0.01%
23,169
1611
$822K ﹤0.01%
13,453
+3,799
1612
$822K ﹤0.01%
8,923
+1,547
1613
$820K ﹤0.01%
190,288
+750
1614
$819K ﹤0.01%
10,842
+645
1615
$815K ﹤0.01%
5,949
+487
1616
$814K ﹤0.01%
85,193
-59,003
1617
$813K ﹤0.01%
11,335
-314
1618
$811K ﹤0.01%
26,250
1619
$806K ﹤0.01%
12,905
-1,411
1620
$802K ﹤0.01%
8,684
+884
1621
$802K ﹤0.01%
12,118
-4,977
1622
$801K ﹤0.01%
35,144
+674
1623
$801K ﹤0.01%
60,222
-171
1624
$800K ﹤0.01%
22,860
+1,826
1625
$793K ﹤0.01%
16,706
+255
63 64
65
66 67