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
1751
$589K ﹤0.01%
21,081
+514
1752
$586K ﹤0.01%
26,900
+1,073
1753
$585K ﹤0.01%
16,218
-6,691
1754
$585K ﹤0.01%
9,484
+1,063
1755
$579K ﹤0.01%
41,373
+4,987
1756
$577K ﹤0.01%
13,366
+587
1757
$577K ﹤0.01%
+2,863
1758
$577K ﹤0.01%
31,485
+306
1759
$576K ﹤0.01%
11,413
-5,889
1760
$575K ﹤0.01%
27,557
-17,619
1761
$575K ﹤0.01%
20,303
-1,995
1762
$572K ﹤0.01%
7,637
-7,905
1763
$571K ﹤0.01%
17,681
-61,798
1764
$571K ﹤0.01%
16,260
+5,935
1765
$570K ﹤0.01%
5,430
-1,475
1766
$568K ﹤0.01%
22,255
-2,343
1767
$568K ﹤0.01%
21,303
+928
1768
$567K ﹤0.01%
23,689
+2,904
1769
$567K ﹤0.01%
50,374
-21,520
1770
$566K ﹤0.01%
4,212
-86
1771
$565K ﹤0.01%
22,013
+1,964
1772
$565K ﹤0.01%
10,327
+4,069
1773
$564K ﹤0.01%
11,708
-1,802
1774
$563K ﹤0.01%
27,228
+8,830
1775
$562K ﹤0.01%
16,357
+3,716
69 70
71
72 73