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
2226
$246K ﹤0.01%
4,208
+63
2227
$245K ﹤0.01%
3,192
-226
2228
$245K ﹤0.01%
5,653
-639
2229
$245K ﹤0.01%
11,161
-172
2230
$244K ﹤0.01%
5,020
-854
2231
$244K ﹤0.01%
2,107
-101
2232
$243K ﹤0.01%
8,574
+630
2233
$243K ﹤0.01%
6,266
-347
2234
$243K ﹤0.01%
10,538
+805
2235
$243K ﹤0.01%
+5,708
2236
$243K ﹤0.01%
20,615
-1,519
2237
$242K ﹤0.01%
9,569
-5,559
2238
$242K ﹤0.01%
+32,069
2239
$241K ﹤0.01%
5,658
-186
2240
$240K ﹤0.01%
4,607
+250
2241
$240K ﹤0.01%
5,577
+93
2242
$239K ﹤0.01%
6,847
-501
2243
$239K ﹤0.01%
13,682
+87
2244
$239K ﹤0.01%
9,500
2245
$239K ﹤0.01%
+1,752
2246
$238K ﹤0.01%
6,972
-775
2247
$238K ﹤0.01%
4,211
-32,945
2248
$238K ﹤0.01%
10,143
-1,414
2249
$237K ﹤0.01%
5,870
+82
2250
$236K ﹤0.01%
6,849
-983
88 89
90
91 92