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
2201
$346K ﹤0.01%
7,545
-140
2202
$346K ﹤0.01%
17,897
2203
$345K ﹤0.01%
32,007
-1,619
2204
$345K ﹤0.01%
11,807
-1,764
2205
$345K ﹤0.01%
4,024
-252
2206
$345K ﹤0.01%
14,282
-1,276
2207
$345K ﹤0.01%
25,449
+52
2208
$344K ﹤0.01%
8,266
+481
2209
$344K ﹤0.01%
15,295
2210
$344K ﹤0.01%
+18,920
2211
$343K ﹤0.01%
4,072
-514
2212
$343K ﹤0.01%
+8,920
2213
$342K ﹤0.01%
12,340
2214
$342K ﹤0.01%
80,388
+4,751
2215
$342K ﹤0.01%
11,560
-200
2216
$340K ﹤0.01%
15,441
-9,097
2217
$339K ﹤0.01%
25,520
+242
2218
$339K ﹤0.01%
66,500
+4,902
2219
$339K ﹤0.01%
10,043
+6,448
2220
$339K ﹤0.01%
+3,102
2221
$339K ﹤0.01%
+2,431
2222
$338K ﹤0.01%
12,640
-550
2223
$338K ﹤0.01%
7,765
-719
2224
$337K ﹤0.01%
30,940
-12,261
2225
$337K ﹤0.01%
2,245
-229
87 88
89
90 91