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
1801
$683K ﹤0.01%
20,030
-5,319
1802
$682K ﹤0.01%
14,516
-18,568
1803
$681K ﹤0.01%
27,919
-3,469
1804
$679K ﹤0.01%
18,363
+891
1805
$678K ﹤0.01%
19,840
-365
1806
$677K ﹤0.01%
25,118
-7,748
1807
$677K ﹤0.01%
26,784
+2,025
1808
$676K ﹤0.01%
51,537
-34,010
1809
$674K ﹤0.01%
6,740
1810
$672K ﹤0.01%
17,755
+1,029
1811
$672K ﹤0.01%
49,862
-8,470
1812
$671K ﹤0.01%
9,935
-1,444
1813
$670K ﹤0.01%
4,029
-410
1814
$670K ﹤0.01%
7,038
+545
1815
$670K ﹤0.01%
5,943
+1,214
1816
$669K ﹤0.01%
11,150
+508
1817
$669K ﹤0.01%
8,971
-755
1818
$668K ﹤0.01%
+22,335
1819
$667K ﹤0.01%
+15,174
1820
$666K ﹤0.01%
3,968
+412
1821
$665K ﹤0.01%
17,506
-1,842
1822
$664K ﹤0.01%
9,774
+525
1823
$663K ﹤0.01%
16,782
+7,862
1824
$663K ﹤0.01%
29,991
-1,900
1825
$663K ﹤0.01%
16,300
-21,999
71 72
73
74 75