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
1701
$682K ﹤0.01%
81,398
-14,454
1702
$680K ﹤0.01%
9,969
-3,006
1703
$675K ﹤0.01%
12,017
-1,905
1704
$669K ﹤0.01%
24,190
-10,954
1705
$669K ﹤0.01%
43,854
-829
1706
$669K ﹤0.01%
18,098
-2,834
1707
$666K ﹤0.01%
9,530
-584
1708
$665K ﹤0.01%
33,122
+1,322
1709
$662K ﹤0.01%
45,939
+9,111
1710
$661K ﹤0.01%
+26,120
1711
$658K ﹤0.01%
29,597
-611
1712
$658K ﹤0.01%
7,318
+2,680
1713
$657K ﹤0.01%
9,573
-46,384
1714
$655K ﹤0.01%
19,818
-188
1715
$646K ﹤0.01%
2,662
+62
1716
$645K ﹤0.01%
16,310
+6,457
1717
$643K ﹤0.01%
28,968
+2,690
1718
$642K ﹤0.01%
6,780
-1,989
1719
$641K ﹤0.01%
17,643
-592
1720
$640K ﹤0.01%
11,069
-1,140
1721
$637K ﹤0.01%
4,857
-59
1722
$634K ﹤0.01%
12,372
-6,053
1723
$633K ﹤0.01%
10,813
-136
1724
$629K ﹤0.01%
5,541
-222
1725
$628K ﹤0.01%
14,279
-898
67 68
69
70 71