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
201
$58.3M 0.09%
663,871
-31,766
202
$57.5M 0.09%
574,599
+515,174
203
$57.5M 0.09%
54,228
-1,018
204
$57.1M 0.09%
1,967,318
-261,865
205
$57M 0.09%
1,326,162
+358,868
206
$56.5M 0.09%
240,796
+21,335
207
$56.2M 0.09%
434,683
+1,885
208
$55.3M 0.09%
1,759,697
+22,958
209
$55.1M 0.09%
672,773
-78,587
210
$55M 0.09%
160,818
+8,168
211
$55M 0.09%
959,439
+52,222
212
$54.7M 0.09%
423,640
-21,725
213
$53.8M 0.08%
843,989
+7,436
214
$53.1M 0.08%
258,622
-10,404
215
$52.8M 0.08%
191,111
+7,231
216
$52.7M 0.08%
928,716
-1,341
217
$52.4M 0.08%
609,532
+67,816
218
$52.4M 0.08%
1,030,346
+148,673
219
$51.6M 0.08%
1,415,317
+72,787
220
$51.5M 0.08%
290,930
-23,314
221
$50.6M 0.08%
672,139
+70,878
222
$50.5M 0.08%
589,768
-44,341
223
$49.8M 0.08%
842,544
+64,267
224
$49.7M 0.08%
929,901
+76,229
225
$49.6M 0.08%
218,846
+87,091
7 8
9
10 11