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
1626
$793K ﹤0.01%
73,692
+4,797
1627
$787K ﹤0.01%
9,335
-10,241
1628
$786K ﹤0.01%
28,040
-4,815
1629
$784K ﹤0.01%
42,734
-9,392
1630
$783K ﹤0.01%
24,503
-37,416
1631
$783K ﹤0.01%
32,943
+350
1632
$782K ﹤0.01%
17,104
+2,273
1633
$776K ﹤0.01%
11,649
+964
1634
$776K ﹤0.01%
+5,043
1635
$773K ﹤0.01%
73,579
+43,293
1636
$771K ﹤0.01%
32,639
-352
1637
$771K ﹤0.01%
+7,756
1638
$768K ﹤0.01%
8,755
+15
1639
$768K ﹤0.01%
83,371
+30,730
1640
$768K ﹤0.01%
11,361
-77
1641
$766K ﹤0.01%
5,266
-856
1642
$765K ﹤0.01%
17,581
+675
1643
$764K ﹤0.01%
5,379
+41
1644
$764K ﹤0.01%
10,277
+322
1645
$764K ﹤0.01%
11,555
+1,871
1646
$760K ﹤0.01%
9,818
-407
1647
$760K ﹤0.01%
31,871
+3,120
1648
$758K ﹤0.01%
37,358
+3,669
1649
$756K ﹤0.01%
50,567
+2,641
1650
$755K ﹤0.01%
15,961
+3,722
64 65
66
67 68