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
2076
$428K ﹤0.01%
30,048
2077
$428K ﹤0.01%
+48,046
2078
$425K ﹤0.01%
1,046
-19
2079
$422K ﹤0.01%
25,427
-1,463
2080
$422K ﹤0.01%
24,880
2081
$420K ﹤0.01%
6,685
+89
2082
$419K ﹤0.01%
9,200
+500
2083
$419K ﹤0.01%
26,728
-255
2084
$419K ﹤0.01%
32,467
+7,720
2085
$417K ﹤0.01%
7,613
-14,460
2086
$416K ﹤0.01%
55,767
+2,180
2087
$415K ﹤0.01%
5,770
2088
$415K ﹤0.01%
37,160
-30,450
2089
$415K ﹤0.01%
14,681
+810
2090
$414K ﹤0.01%
20,628
-44
2091
$413K ﹤0.01%
+12,985
2092
$413K ﹤0.01%
25,415
-1,467
2093
$411K ﹤0.01%
18,600
2094
$410K ﹤0.01%
14,535
-217
2095
$409K ﹤0.01%
4,745
+2,281
2096
$408K ﹤0.01%
9,057
+1,810
2097
$408K ﹤0.01%
3,597
+15
2098
$408K ﹤0.01%
16,891
-11,957
2099
$408K ﹤0.01%
35,148
+2,316
2100
$406K ﹤0.01%
10,000
82 83
84
85 86