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
2051
$339K ﹤0.01%
11,800
-500
2052
$338K ﹤0.01%
9,949
-2,132
2053
$338K ﹤0.01%
6,125
-329
2054
$337K ﹤0.01%
10,527
-17,765
2055
$337K ﹤0.01%
5,725
+224
2056
$336K ﹤0.01%
10,506
-569
2057
$334K ﹤0.01%
+2,692
2058
$334K ﹤0.01%
4,655
+1,152
2059
$331K ﹤0.01%
26,240
+11
2060
$331K ﹤0.01%
17,240
-2,726
2061
$331K ﹤0.01%
16,915
+313
2062
$330K ﹤0.01%
20,332
2063
$329K ﹤0.01%
1,924
+100
2064
$328K ﹤0.01%
1,615
-319
2065
$328K ﹤0.01%
+22,439
2066
$327K ﹤0.01%
+16,123
2067
$327K ﹤0.01%
5,962
+767
2068
$326K ﹤0.01%
8,443
2069
$325K ﹤0.01%
17,524
-550
2070
$325K ﹤0.01%
22,288
-13,875
2071
$325K ﹤0.01%
13,219
-1,833
2072
$325K ﹤0.01%
1,244
-75
2073
$324K ﹤0.01%
14,813
2074
$324K ﹤0.01%
3,345
-56
2075
$323K ﹤0.01%
4,458
+765
81 82
83
84 85