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
1876
$480K ﹤0.01%
5,587
-142
1877
$477K ﹤0.01%
4,232
-95
1878
$477K ﹤0.01%
19,740
-46
1879
$477K ﹤0.01%
20,994
-1,700
1880
$477K ﹤0.01%
9,685
-228
1881
$473K ﹤0.01%
9,810
1882
$473K ﹤0.01%
7,715
-558
1883
$471K ﹤0.01%
9,144
-14,731
1884
$471K ﹤0.01%
6,376
-401
1885
$470K ﹤0.01%
18,619
+2,160
1886
$469K ﹤0.01%
26,140
+9,000
1887
$468K ﹤0.01%
12,728
-878
1888
$467K ﹤0.01%
31,245
-972
1889
$466K ﹤0.01%
14,428
+16
1890
$465K ﹤0.01%
16,904
-68
1891
$465K ﹤0.01%
7,838
+629
1892
$465K ﹤0.01%
2,060
-191
1893
$462K ﹤0.01%
17,615
+176
1894
$461K ﹤0.01%
13,071
-541
1895
$460K ﹤0.01%
11,622
-804
1896
$460K ﹤0.01%
13,242
1897
$459K ﹤0.01%
19,553
1898
$459K ﹤0.01%
12,030
-288
1899
$459K ﹤0.01%
12,255
+192
1900
$458K ﹤0.01%
17,537
-3,142
74 75
76
77 78