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
151
$83.2M 0.13%
421,463
+7,307
152
$82.4M 0.13%
185,396
-6,119
153
$82.4M 0.13%
1,014,580
+11,990
154
$82.2M 0.13%
693,761
+7,105
155
$81M 0.13%
337,841
+22,885
156
$80.1M 0.13%
743,593
+7,893
157
$79.4M 0.12%
631,229
-26,048
158
$78.8M 0.12%
2,970,968
-287,723
159
$78.8M 0.12%
715,261
-176,029
160
$78.6M 0.12%
298,464
-9,237
161
$77.8M 0.12%
366,130
-14,849
162
$76.6M 0.12%
341,014
+433
163
$76.3M 0.12%
950,208
+2,561
164
$76.3M 0.12%
210,221
-5,230
165
$75.1M 0.12%
771,655
+27,092
166
$72.4M 0.11%
1,602,296
+77,610
167
$72.1M 0.11%
780,707
+4,888
168
$72M 0.11%
1,025,344
+116,461
169
$72M 0.11%
283,627
+30,631
170
$71.7M 0.11%
785,216
-30,407
171
$71.2M 0.11%
239,808
-2,344
172
$71.1M 0.11%
136,648
-4,813
173
$70.1M 0.11%
1,131,477
+56,463
174
$68.3M 0.11%
688,965
-107,545
175
$68.3M 0.11%
914,204
+30,383
5 6
7
8 9