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
151
$86.8M 0.14%
1,110,396
-14,742
152
$86.6M 0.14%
1,628,612
+39,970
153
$86M 0.14%
1,125,400
-359,750
154
$85.9M 0.14%
743,041
+337,048
155
$85.7M 0.14%
859,385
+364,605
156
$85.3M 0.13%
401,785
-55,317
157
$85.1M 0.13%
599,915
+68,819
158
$84M 0.13%
233,889
+32,907
159
$83.7M 0.13%
277,398
+21,286
160
$82.7M 0.13%
1,298,168
+81,837
161
$82.1M 0.13%
623,271
+14,013
162
$81.3M 0.13%
1,225,243
-180,438
163
$80.9M 0.13%
2,220,737
-80,849
164
$79.1M 0.12%
497,713
+130,865
165
$78.9M 0.12%
861,796
-54,650
166
$78.8M 0.12%
276,375
-16,956
167
$78.5M 0.12%
188,906
-1,526
168
$77.8M 0.12%
1,073,507
-6,822
169
$77.4M 0.12%
404,094
+15,106
170
$76.8M 0.12%
1,667,397
+41,661
171
$76.7M 0.12%
649,348
+30,386
172
$76.5M 0.12%
356,204
-50,223
173
$76.1M 0.12%
1,731,443
+1,447,574
174
$75.8M 0.12%
609,083
-130,715
175
$75.4M 0.12%
496,642
+15,094
5 6
7
8 9