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
1751
$777K ﹤0.01%
6,496
+1,463
1752
$776K ﹤0.01%
22,495
-1,435
1753
$773K ﹤0.01%
11,842
+699
1754
$772K ﹤0.01%
5,468
+2,782
1755
$770K ﹤0.01%
26,445
+3,345
1756
$769K ﹤0.01%
152,075
+14,639
1757
$768K ﹤0.01%
8,723
+342
1758
$767K ﹤0.01%
7,596
-4,204
1759
$761K ﹤0.01%
14,592
+1
1760
$758K ﹤0.01%
18,814
1761
$757K ﹤0.01%
34,833
1762
$756K ﹤0.01%
3,394
-169
1763
$755K ﹤0.01%
+8,021
1764
$746K ﹤0.01%
17,489
+4,645
1765
$745K ﹤0.01%
30,241
-155
1766
$744K ﹤0.01%
52,216
-15,086
1767
$743K ﹤0.01%
+7,909
1768
$740K ﹤0.01%
6,154
-55
1769
$738K ﹤0.01%
12,709
-102
1770
$737K ﹤0.01%
+23,103
1771
$736K ﹤0.01%
+29,088
1772
$736K ﹤0.01%
17,945
+1,574
1773
$733K ﹤0.01%
15,030
-3,650
1774
$729K ﹤0.01%
17,658
+9,035
1775
$729K ﹤0.01%
11,285
-15,449
69 70
71
72 73