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
201
$60.9M 0.1%
852,808
+106,857
202
$59.8M 0.09%
326,069
+3,202
203
$59.3M 0.09%
1,270,575
+83,730
204
$59.2M 0.09%
3,499,337
+1,435,211
205
$58.2M 0.09%
227,699
-8,434
206
$57.3M 0.09%
375,391
+38,220
207
$57M 0.09%
136,858
+9,756
208
$56.9M 0.09%
669,919
+23,778
209
$56.8M 0.09%
1,034,440
-29,526
210
$56.3M 0.09%
252,550
+7,279
211
$56.3M 0.09%
544,360
-34,913
212
$56M 0.09%
543,342
-803,691
213
$55.7M 0.09%
474,792
-4,891
214
$55.5M 0.09%
454,413
-383,961
215
$55M 0.09%
1,093,215
+86,662
216
$55M 0.09%
712,235
-22,430
217
$54.8M 0.09%
791,166
+228,725
218
$54.6M 0.09%
157,569
+5,584
219
$54.5M 0.09%
1,208,194
-945,960
220
$53.7M 0.08%
657,157
+36,287
221
$53.6M 0.08%
685,900
+12,794
222
$52.7M 0.08%
1,062,923
-7,050
223
$52.6M 0.08%
422,452
+9,857
224
$52.5M 0.08%
25,655
-521
225
$52.3M 0.08%
501,402
-19,567
7 8
9
10 11