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
2101
$405K ﹤0.01%
4,550
2102
$404K ﹤0.01%
11,427
+29
2103
$403K ﹤0.01%
+1,205
2104
$403K ﹤0.01%
10,273
+164
2105
$402K ﹤0.01%
5,604
-233
2106
$401K ﹤0.01%
18,156
2107
$401K ﹤0.01%
+16,490
2108
$401K ﹤0.01%
14,922
+5,408
2109
$401K ﹤0.01%
15,256
+149
2110
$399K ﹤0.01%
4,125
+1,905
2111
$399K ﹤0.01%
40,223
2112
$398K ﹤0.01%
+2,000
2113
$397K ﹤0.01%
19,928
-275
2114
$396K ﹤0.01%
18,767
-6,639
2115
$396K ﹤0.01%
+67,090
2116
$396K ﹤0.01%
13,600
-1,460
2117
$395K ﹤0.01%
25,141
-175
2118
$395K ﹤0.01%
11,731
2119
$394K ﹤0.01%
17,043
+6,647
2120
$393K ﹤0.01%
6,791
-373
2121
$392K ﹤0.01%
7,361
+342
2122
$392K ﹤0.01%
6,263
+994
2123
$391K ﹤0.01%
89,086
-4,807
2124
$391K ﹤0.01%
+12,433
2125
$390K ﹤0.01%
9,066
-10,832
83 84
85
86 87