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
1801
$540K ﹤0.01%
5,114
-47
1802
$538K ﹤0.01%
4,959
+1,070
1803
$538K ﹤0.01%
21,817
+1,966
1804
$537K ﹤0.01%
8,291
-589
1805
$532K ﹤0.01%
5,337
-2,423
1806
$530K ﹤0.01%
26,714
+1,499
1807
$529K ﹤0.01%
8,494
-263
1808
$529K ﹤0.01%
29,388
-16,861
1809
$527K ﹤0.01%
19,487
-940
1810
$526K ﹤0.01%
6,975
-902
1811
$525K ﹤0.01%
9,581
-2,489
1812
$524K ﹤0.01%
3,432
-308
1813
$524K ﹤0.01%
30,685
+126
1814
$523K ﹤0.01%
8,619
-608
1815
$520K ﹤0.01%
1,456
+219
1816
$519K ﹤0.01%
19,870
+44
1817
$517K ﹤0.01%
26,444
-10,047
1818
$516K ﹤0.01%
16,668
-17
1819
$516K ﹤0.01%
31,343
-15,096
1820
$514K ﹤0.01%
11,986
+1,300
1821
$514K ﹤0.01%
32,003
+10,174
1822
$513K ﹤0.01%
1,804
-130
1823
$513K ﹤0.01%
39,899
-24,268
1824
$513K ﹤0.01%
7,989
-668
1825
$512K ﹤0.01%
53,250
71 72
73
74 75