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
1976
$393K ﹤0.01%
21,462
1977
$392K ﹤0.01%
3,345
+485
1978
$392K ﹤0.01%
10,534
+487
1979
$392K ﹤0.01%
+4,750
1980
$391K ﹤0.01%
3,741
+1,146
1981
$390K ﹤0.01%
15,161
1982
$389K ﹤0.01%
9,694
-1,347
1983
$389K ﹤0.01%
15,426
-4,239
1984
$389K ﹤0.01%
9,292
+141
1985
$389K ﹤0.01%
4,501
+1,208
1986
$388K ﹤0.01%
7,674
-572
1987
$388K ﹤0.01%
23,320
+4,011
1988
$386K ﹤0.01%
3,618
+851
1989
$386K ﹤0.01%
21,398
-5,254
1990
$385K ﹤0.01%
6,799
-136
1991
$382K ﹤0.01%
47,443
+21,192
1992
$382K ﹤0.01%
8,045
+257
1993
$378K ﹤0.01%
5,479
+1,902
1994
$377K ﹤0.01%
1,399
+202
1995
$376K ﹤0.01%
8,447
-327
1996
$376K ﹤0.01%
+50,000
1997
$374K ﹤0.01%
3,752
+852
1998
$373K ﹤0.01%
27,650
-3,385
1999
$373K ﹤0.01%
+16,166
2000
$373K ﹤0.01%
9,490
78 79
80
81 82