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
1901
$457K ﹤0.01%
7,946
+184
1902
$457K ﹤0.01%
16,843
+60
1903
$455K ﹤0.01%
31,305
-14,803
1904
$455K ﹤0.01%
4,042
-451
1905
$454K ﹤0.01%
10,828
-4,483
1906
$453K ﹤0.01%
5,931
+837
1907
$452K ﹤0.01%
6,259
-1,274
1908
$452K ﹤0.01%
6,982
-2,317
1909
$451K ﹤0.01%
9,141
-927
1910
$451K ﹤0.01%
9,554
+257
1911
$450K ﹤0.01%
2,426
-277
1912
$450K ﹤0.01%
10,686
-1,615
1913
$448K ﹤0.01%
+9,462
1914
$445K ﹤0.01%
33,505
+4,596
1915
$445K ﹤0.01%
4,287
-321
1916
$444K ﹤0.01%
+7,779
1917
$440K ﹤0.01%
5,162
+704
1918
$439K ﹤0.01%
6,196
+2,506
1919
$438K ﹤0.01%
5,884
+1,402
1920
$437K ﹤0.01%
9,335
-169
1921
$435K ﹤0.01%
10,656
-107
1922
$435K ﹤0.01%
12,420
+6,444
1923
$434K ﹤0.01%
10,638
-11,164
1924
$433K ﹤0.01%
8,152
+375
1925
$432K ﹤0.01%
9,915
-76
75 76
77
78 79