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
176
$66.9M 0.1%
595,779
+54
177
$66.9M 0.1%
553,431
-1,065
178
$66.7M 0.1%
156,862
+3,159
179
$66.2M 0.1%
426,118
-31,167
180
$65.5M 0.1%
519,111
-57,718
181
$65.3M 0.1%
573,283
+4,336
182
$64.7M 0.1%
1,256,992
+457,792
183
$64.7M 0.1%
1,112,593
+24,575
184
$64.5M 0.1%
279,156
+14,693
185
$64.2M 0.1%
112,677
+5,306
186
$64M 0.1%
2,039,809
-69,410
187
$63.1M 0.1%
766,953
+26,990
188
$63.1M 0.1%
1,682,086
-207,873
189
$63M 0.1%
340,176
+11,058
190
$63M 0.1%
336,419
-14,076
191
$62.7M 0.1%
192,153
+14,106
192
$61.5M 0.1%
477,878
+14,818
193
$61.4M 0.1%
144,882
-3,197
194
$60.7M 0.1%
1,269,023
-11,654
195
$60.6M 0.09%
340,343
+31,260
196
$60.5M 0.09%
96,195
+89
197
$60.2M 0.09%
372,254
-1,355
198
$60.1M 0.09%
1,376,053
-99,069
199
$59.9M 0.09%
1,192,891
+120,031
200
$59.2M 0.09%
1,048,152
+34,441
6 7
8
9 10