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
1951
$411K ﹤0.01%
+8,366
1952
$409K ﹤0.01%
2,639
-196
1953
$409K ﹤0.01%
12,848
-450
1954
$408K ﹤0.01%
2,635
-27
1955
$408K ﹤0.01%
4,394
-9
1956
$405K ﹤0.01%
15,622
-1,298
1957
$404K ﹤0.01%
16,964
+100
1958
$404K ﹤0.01%
14,229
+2,019
1959
$403K ﹤0.01%
3,918
+52
1960
$403K ﹤0.01%
8,259
1961
$403K ﹤0.01%
3,075
+11
1962
$402K ﹤0.01%
7,315
-3,553
1963
$401K ﹤0.01%
+1,641
1964
$401K ﹤0.01%
16,997
-31,227
1965
$400K ﹤0.01%
34,342
-13,009
1966
$400K ﹤0.01%
+19,303
1967
$400K ﹤0.01%
2,279
-461
1968
$399K ﹤0.01%
11,794
+377
1969
$398K ﹤0.01%
39,544
+14,989
1970
$398K ﹤0.01%
15,393
+4,001
1971
$397K ﹤0.01%
2,732
+205
1972
$397K ﹤0.01%
10,234
-490
1973
$395K ﹤0.01%
35,453
-40,034
1974
$394K ﹤0.01%
5,306
-743
1975
$394K ﹤0.01%
11,756
-11,264
77 78
79
80 81