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
1676
$722K ﹤0.01%
3,545
-239
1677
$719K ﹤0.01%
8,062
+85
1678
$715K ﹤0.01%
58,739
-6,003
1679
$715K ﹤0.01%
30,679
-375
1680
$713K ﹤0.01%
39,658
+838
1681
$713K ﹤0.01%
18,776
-16,068
1682
$713K ﹤0.01%
25,849
+4,500
1683
$712K ﹤0.01%
26,551
-240
1684
$706K ﹤0.01%
15,671
-33,142
1685
$701K ﹤0.01%
14,037
-368
1686
$699K ﹤0.01%
8,486
+242
1687
$699K ﹤0.01%
28,603
+4,803
1688
$698K ﹤0.01%
23,039
-19,481
1689
$698K ﹤0.01%
20,480
+869
1690
$692K ﹤0.01%
11,953
+8,869
1691
$691K ﹤0.01%
26,868
-4,748
1692
$690K ﹤0.01%
+10,040
1693
$688K ﹤0.01%
42,097
+1,477
1694
$687K ﹤0.01%
6,498
+2,693
1695
$687K ﹤0.01%
28,817
+224
1696
$685K ﹤0.01%
12,760
-20
1697
$684K ﹤0.01%
17,244
-145
1698
$684K ﹤0.01%
11,147
+1,273
1699
$684K ﹤0.01%
19,766
+1,613
1700
$682K ﹤0.01%
+12,074
66 67
68
69 70