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
1826
$512K ﹤0.01%
29,058
+111
1827
$511K ﹤0.01%
13,387
+117
1828
$511K ﹤0.01%
9,008
+278
1829
$510K ﹤0.01%
23,973
+634
1830
$509K ﹤0.01%
19,088
-2,898
1831
$507K ﹤0.01%
4,372
-248
1832
$507K ﹤0.01%
+22,899
1833
$506K ﹤0.01%
3,402
+1,150
1834
$506K ﹤0.01%
+14,612
1835
$504K ﹤0.01%
+4,084
1836
$504K ﹤0.01%
7,779
-1,850
1837
$503K ﹤0.01%
+17,771
1838
$502K ﹤0.01%
6,775
-896
1839
$501K ﹤0.01%
2,954
-1,614
1840
$501K ﹤0.01%
15,310
+28
1841
$499K ﹤0.01%
6,120
+297
1842
$499K ﹤0.01%
2,699
+366
1843
$499K ﹤0.01%
9,584
-85
1844
$498K ﹤0.01%
18,912
-7,460
1845
$496K ﹤0.01%
59,863
+761
1846
$495K ﹤0.01%
54,000
1847
$495K ﹤0.01%
30,037
-1,757
1848
$495K ﹤0.01%
10,142
+90
1849
$494K ﹤0.01%
4,540
+887
1850
$493K ﹤0.01%
3,407
+522
72 73
74
75 76