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
1726
$627K ﹤0.01%
24,861
-7,730
1727
$626K ﹤0.01%
9,541
-1,667
1728
$625K ﹤0.01%
27,000
-243
1729
$625K ﹤0.01%
19,589
+94
1730
$622K ﹤0.01%
23,410
-5,570
1731
$618K ﹤0.01%
13,869
+1,833
1732
$617K ﹤0.01%
2,501
-39
1733
$613K ﹤0.01%
14,634
+615
1734
$612K ﹤0.01%
30,935
-350
1735
$610K ﹤0.01%
6,158
+301
1736
$610K ﹤0.01%
200,000
1737
$610K ﹤0.01%
56,416
+1,971
1738
$606K ﹤0.01%
27,362
-484
1739
$606K ﹤0.01%
10,049
+543
1740
$605K ﹤0.01%
18,169
+4,378
1741
$604K ﹤0.01%
49,770
1742
$603K ﹤0.01%
21,915
+1,209
1743
$596K ﹤0.01%
28,358
-25,842
1744
$595K ﹤0.01%
19,191
+37
1745
$594K ﹤0.01%
36,465
-17,609
1746
$594K ﹤0.01%
6,889
-12,211
1747
$593K ﹤0.01%
28,153
-43,489
1748
$592K ﹤0.01%
36,100
+8,551
1749
$591K ﹤0.01%
5,225
+741
1750
$591K ﹤0.01%
+8,163
68 69
70
71 72