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
2126
$297K ﹤0.01%
7,053
+5
2127
$296K ﹤0.01%
7,987
+881
2128
$296K ﹤0.01%
1,502
+176
2129
$296K ﹤0.01%
8,739
-5
2130
$295K ﹤0.01%
3,148
-74
2131
$294K ﹤0.01%
24,515
2132
$293K ﹤0.01%
1,920
-12
2133
$292K ﹤0.01%
2,819
-317
2134
$292K ﹤0.01%
16,663
-5,276
2135
$291K ﹤0.01%
14,952
+455
2136
$291K ﹤0.01%
+877
2137
$291K ﹤0.01%
27,832
-1,529
2138
$291K ﹤0.01%
13,619
+615
2139
$290K ﹤0.01%
5,652
-27
2140
$289K ﹤0.01%
12,896
+62
2141
$289K ﹤0.01%
11,688
-3,106
2142
$288K ﹤0.01%
5,263
+27
2143
$287K ﹤0.01%
6,832
-97
2144
$287K ﹤0.01%
2,519
-890
2145
$287K ﹤0.01%
+9,170
2146
$286K ﹤0.01%
24,400
2147
$286K ﹤0.01%
19,868
-2,482
2148
$284K ﹤0.01%
5,626
+1,221
2149
$284K ﹤0.01%
72,159
2150
$284K ﹤0.01%
33,719
-3,416
84 85
86
87 88