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
2051
$445K ﹤0.01%
5,607
-35,067
2052
$445K ﹤0.01%
20,103
+6,368
2053
$444K ﹤0.01%
22,350
-547
2054
$443K ﹤0.01%
+1,650
2055
$443K ﹤0.01%
30,994
-42,435
2056
$441K ﹤0.01%
3,976
+1,196
2057
$441K ﹤0.01%
26,450
-19,650
2058
$440K ﹤0.01%
33,210
2059
$439K ﹤0.01%
9,355
+1,345
2060
$438K ﹤0.01%
4,546
-8,921
2061
$437K ﹤0.01%
5,557
-3,008
2062
$437K ﹤0.01%
5,140
2063
$437K ﹤0.01%
11,885
-3,895
2064
$436K ﹤0.01%
13,398
+173
2065
$436K ﹤0.01%
33,457
+1,103
2066
$435K ﹤0.01%
8,237
-3,130
2067
$434K ﹤0.01%
+4,063
2068
$433K ﹤0.01%
+7,330
2069
$433K ﹤0.01%
+13,346
2070
$433K ﹤0.01%
7,138
+106
2071
$432K ﹤0.01%
6,416
-1,884
2072
$431K ﹤0.01%
9,138
+189
2073
$430K ﹤0.01%
16,664
-2,563
2074
$430K ﹤0.01%
+14,184
2075
$428K ﹤0.01%
5,148
+549
81 82
83
84 85