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
2151
$282K ﹤0.01%
18,432
-2,614
2152
$281K ﹤0.01%
3,927
-550
2153
$281K ﹤0.01%
5,367
-132
2154
$280K ﹤0.01%
88,825
-49,125
2155
$280K ﹤0.01%
3,784
-402
2156
$279K ﹤0.01%
5,017
+654
2157
$279K ﹤0.01%
3,607
+64
2158
$279K ﹤0.01%
6,621
+1,053
2159
$278K ﹤0.01%
30,652
-22,680
2160
$276K ﹤0.01%
4,089
-447
2161
$276K ﹤0.01%
+7,124
2162
$275K ﹤0.01%
28,264
-808
2163
$275K ﹤0.01%
+5,275
2164
$272K ﹤0.01%
+10,306
2165
$271K ﹤0.01%
3,522
-50
2166
$271K ﹤0.01%
17,184
2167
$269K ﹤0.01%
13,333
+116
2168
$269K ﹤0.01%
5,270
-338
2169
$269K ﹤0.01%
5,056
-100
2170
$269K ﹤0.01%
1,217
+13
2171
$268K ﹤0.01%
8,397
-1,549
2172
$268K ﹤0.01%
5,589
-760
2173
$268K ﹤0.01%
1,605
+421
2174
$267K ﹤0.01%
2,496
-149
2175
$267K ﹤0.01%
7,721
+148
85 86
87
88 89