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
$63.2B
AUM Growth
-$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,892
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$230M
3
+$178M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$151M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$126M

Top Sells

1
+$208M
2
+$125M
3
+$113M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$106M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$103M

Sector Composition

1 Technology 12.69%
2 Healthcare 9.34%
3 Financials 8.63%
4 Consumer Discretionary 6.81%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$75.1M 0.12%
977,277
+29,899
177
$74.1M 0.12%
396,501
-46,247
178
$73.9M 0.12%
257,949
-5,466
179
$73.2M 0.12%
350,321
-8,433
180
$73.2M 0.12%
812,959
-33,956
181
$72.6M 0.11%
290,243
+26,951
182
$72.3M 0.11%
1,151,460
-25,908
183
$70.7M 0.11%
305,943
+23,863
184
$70.6M 0.11%
1,670,059
+24,154
185
$69.9M 0.11%
689,330
-177,404
186
$69.4M 0.11%
582,250
-951,864
187
$69.2M 0.11%
572,062
-273,793
188
$68.7M 0.11%
520,462
+359,648
189
$68.5M 0.11%
652,751
+471,372
190
$67.5M 0.11%
1,291,478
-117,231
191
$66.6M 0.11%
608,998
+523,866
192
$65.8M 0.1%
610,635
+20,527
193
$65.5M 0.1%
497,711
+29,227
194
$65.2M 0.1%
594,359
-79,247
195
$64.5M 0.1%
2,451,762
+217,845
196
$63.6M 0.1%
489,039
-53,752
197
$62.7M 0.1%
852,625
+28,779
198
$62.6M 0.1%
1,183,539
+26,601
199
$62.1M 0.1%
401,295
-3,537
200
$61.7M 0.1%
1,587,911
-282,188
6 7
8
9 10