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
1926
$432K ﹤0.01%
+6,882
1927
$430K ﹤0.01%
3,850
+233
1928
$430K ﹤0.01%
4,182
-601
1929
$430K ﹤0.01%
17,760
+1,363
1930
$429K ﹤0.01%
8,835
-139
1931
$429K ﹤0.01%
6,031
-369
1932
$428K ﹤0.01%
+250,000
1933
$427K ﹤0.01%
+50,000
1934
$426K ﹤0.01%
107,864
-4,935
1935
$425K ﹤0.01%
2,953
-378
1936
$422K ﹤0.01%
26,917
+2,667
1937
$421K ﹤0.01%
+6,410
1938
$421K ﹤0.01%
16,035
+4,299
1939
$421K ﹤0.01%
3,511
+278
1940
$419K ﹤0.01%
12,930
-19
1941
$417K ﹤0.01%
6,199
+290
1942
$417K ﹤0.01%
8,720
-151
1943
$417K ﹤0.01%
+9,987
1944
$417K ﹤0.01%
10,892
+535
1945
$416K ﹤0.01%
8,960
+92
1946
$416K ﹤0.01%
7,555
+9
1947
$413K ﹤0.01%
2,633
-96
1948
$412K ﹤0.01%
9,183
+1,089
1949
$412K ﹤0.01%
17,859
-5,442
1950
$412K ﹤0.01%
3,893
-2,561
76 77
78
79 80