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
2101
$307K ﹤0.01%
+1,958
2102
$307K ﹤0.01%
+5,754
2103
$307K ﹤0.01%
+2,482
2104
$306K ﹤0.01%
11,831
+222
2105
$306K ﹤0.01%
26,907
+449
2106
$306K ﹤0.01%
29,575
+835
2107
$305K ﹤0.01%
3,917
-8,958
2108
$304K ﹤0.01%
24,420
+1,958
2109
$303K ﹤0.01%
5,195
-289
2110
$303K ﹤0.01%
29,769
+7,136
2111
$303K ﹤0.01%
3,626
-5,255
2112
$302K ﹤0.01%
+2,908
2113
$302K ﹤0.01%
14,453
2114
$302K ﹤0.01%
3,796
+961
2115
$302K ﹤0.01%
11,228
-222
2116
$300K ﹤0.01%
1,590
-5
2117
$300K ﹤0.01%
11,871
-14
2118
$299K ﹤0.01%
33,704
+5,189
2119
$299K ﹤0.01%
+19,777
2120
$298K ﹤0.01%
12,357
-9,554
2121
$298K ﹤0.01%
8,833
-879
2122
$298K ﹤0.01%
5,470
+5
2123
$298K ﹤0.01%
3,515
-296
2124
$297K ﹤0.01%
52,500
+2,500
2125
$297K ﹤0.01%
4,593
+479
83 84
85
86 87