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
2076
$323K ﹤0.01%
9,224
-1,919
2077
$323K ﹤0.01%
4,177
+231
2078
$322K ﹤0.01%
+3,207
2079
$320K ﹤0.01%
21,150
-500
2080
$320K ﹤0.01%
8,474
-570
2081
$320K ﹤0.01%
10,420
-159
2082
$319K ﹤0.01%
2,401
+592
2083
$319K ﹤0.01%
3,173
-2,579
2084
$318K ﹤0.01%
2,781
+113
2085
$318K ﹤0.01%
14,804
+1,376
2086
$318K ﹤0.01%
17,904
-98
2087
$315K ﹤0.01%
+10,000
2088
$315K ﹤0.01%
6,419
-851
2089
$314K ﹤0.01%
30,057
-28,098
2090
$314K ﹤0.01%
2,752
2091
$313K ﹤0.01%
2,025
+90
2092
$313K ﹤0.01%
8,348
-773
2093
$311K ﹤0.01%
24,611
-19,216
2094
$311K ﹤0.01%
3,571
+38
2095
$309K ﹤0.01%
11,921
-379
2096
$309K ﹤0.01%
16,368
2097
$308K ﹤0.01%
17,496
2098
$308K ﹤0.01%
3,600
2099
$308K ﹤0.01%
+6,129
2100
$307K ﹤0.01%
+24,191
82 83
84
85 86