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
2201
$257K ﹤0.01%
+3,710
2202
$257K ﹤0.01%
+14,249
2203
$256K ﹤0.01%
22,574
+5,670
2204
$256K ﹤0.01%
6,105
+13
2205
$255K ﹤0.01%
4,542
+75
2206
$255K ﹤0.01%
7,523
+271
2207
$255K ﹤0.01%
22,759
+2,841
2208
$254K ﹤0.01%
13,227
-4,717
2209
$253K ﹤0.01%
+11,094
2210
$253K ﹤0.01%
16,529
-1,117
2211
$253K ﹤0.01%
5,702
+1,101
2212
$253K ﹤0.01%
25,743
+11,042
2213
$252K ﹤0.01%
1,497
-237
2214
$252K ﹤0.01%
8,331
-1,047
2215
$252K ﹤0.01%
+2,602
2216
$251K ﹤0.01%
+10,200
2217
$251K ﹤0.01%
2,467
-106
2218
$250K ﹤0.01%
5,434
-133
2219
$250K ﹤0.01%
3,390
+1
2220
$250K ﹤0.01%
+37,583
2221
$250K ﹤0.01%
5,460
-68
2222
$250K ﹤0.01%
+7,639
2223
$250K ﹤0.01%
9,052
+960
2224
$249K ﹤0.01%
9,293
+449
2225
$249K ﹤0.01%
4,555
+154
87 88
89
90 91