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
2176
$267K ﹤0.01%
14,151
-83
2177
$266K ﹤0.01%
2,605
+212
2178
$266K ﹤0.01%
6,116
-76
2179
$264K ﹤0.01%
20,189
-1,202
2180
$264K ﹤0.01%
747
+11
2181
$263K ﹤0.01%
15,106
+197
2182
$263K ﹤0.01%
23,373
+2,621
2183
$263K ﹤0.01%
3,291
-3,305
2184
$263K ﹤0.01%
7,291
-97
2185
$263K ﹤0.01%
8,595
-575
2186
$263K ﹤0.01%
3,688
-156
2187
$262K ﹤0.01%
4,491
-138
2188
$262K ﹤0.01%
5,092
-235
2189
$262K ﹤0.01%
14,203
+18
2190
$261K ﹤0.01%
90,646
+1,157
2191
$260K ﹤0.01%
+8,676
2192
$260K ﹤0.01%
+5,576
2193
$260K ﹤0.01%
6,500
2194
$260K ﹤0.01%
2,781
-457
2195
$259K ﹤0.01%
5,408
2196
$259K ﹤0.01%
31,763
-14,118
2197
$258K ﹤0.01%
5,978
-444
2198
$258K ﹤0.01%
17,793
2199
$257K ﹤0.01%
68,163
-4,944
2200
$257K ﹤0.01%
19,917
-8,416
86 87
88
89 90