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
1776
$560K ﹤0.01%
4,247
+60
1777
$560K ﹤0.01%
3,385
-510
1778
$559K ﹤0.01%
6,249
-194
1779
$558K ﹤0.01%
5,167
-540
1780
$558K ﹤0.01%
15,355
-814
1781
$557K ﹤0.01%
+5,860
1782
$557K ﹤0.01%
19,975
+832
1783
$555K ﹤0.01%
27,646
+69
1784
$554K ﹤0.01%
11,683
-3,578
1785
$553K ﹤0.01%
9,972
+649
1786
$552K ﹤0.01%
5,227
-990
1787
$549K ﹤0.01%
5,664
+272
1788
$549K ﹤0.01%
50,319
-6,245
1789
$548K ﹤0.01%
17,966
-3,111
1790
$548K ﹤0.01%
21,420
+1,958
1791
$547K ﹤0.01%
21,562
+684
1792
$546K ﹤0.01%
6,498
-446
1793
$545K ﹤0.01%
34,242
+674
1794
$544K ﹤0.01%
2,698
-54
1795
$544K ﹤0.01%
15,701
-638
1796
$543K ﹤0.01%
6,532
+13
1797
$543K ﹤0.01%
16,525
+832
1798
$543K ﹤0.01%
137,402
+218
1799
$542K ﹤0.01%
21,375
+2,086
1800
$542K ﹤0.01%
39,978
-7,285
70 71
72
73 74