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
1976
$513K ﹤0.01%
8,933
-13,693
1977
$513K ﹤0.01%
14,847
-1,329
1978
$510K ﹤0.01%
8,132
1979
$510K ﹤0.01%
4,975
-787
1980
$510K ﹤0.01%
10,725
-20,100
1981
$509K ﹤0.01%
2,781
+34
1982
$509K ﹤0.01%
+7,464
1983
$508K ﹤0.01%
3,422
+1,666
1984
$508K ﹤0.01%
28,628
1985
$508K ﹤0.01%
15,553
-7,105
1986
$508K ﹤0.01%
3,278
+15
1987
$507K ﹤0.01%
13,110
1988
$506K ﹤0.01%
+10,629
1989
$505K ﹤0.01%
34,065
-75
1990
$503K ﹤0.01%
21,306
1991
$503K ﹤0.01%
4,488
-5,995
1992
$500K ﹤0.01%
7,846
-9
1993
$500K ﹤0.01%
8,275
1994
$500K ﹤0.01%
18,772
1995
$499K ﹤0.01%
12,074
+3,642
1996
$498K ﹤0.01%
25,914
-432
1997
$494K ﹤0.01%
44,210
1998
$493K ﹤0.01%
8,322
-427
1999
$492K ﹤0.01%
16,325
+181
2000
$491K ﹤0.01%
7,058
+3
78 79
80
81 82