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
2251
$235K ﹤0.01%
13,801
+636
2252
$235K ﹤0.01%
3,803
-3,892
2253
$232K ﹤0.01%
8,134
-623
2254
$232K ﹤0.01%
50,000
2255
$232K ﹤0.01%
6,451
+199
2256
$231K ﹤0.01%
+5,539
2257
$231K ﹤0.01%
+6,027
2258
$231K ﹤0.01%
10,802
-538
2259
$231K ﹤0.01%
20,059
-879
2260
$231K ﹤0.01%
+5,934
2261
$231K ﹤0.01%
6,298
+470
2262
$231K ﹤0.01%
+5,683
2263
$231K ﹤0.01%
+1,647
2264
$231K ﹤0.01%
5,426
+2,845
2265
$230K ﹤0.01%
+3,506
2266
$230K ﹤0.01%
5,431
-846
2267
$230K ﹤0.01%
4,696
+289
2268
$230K ﹤0.01%
1,827
-13
2269
$230K ﹤0.01%
2,534
-215
2270
$229K ﹤0.01%
11,471
-330
2271
$228K ﹤0.01%
3,960
-866
2272
$228K ﹤0.01%
14,143
2273
$228K ﹤0.01%
+7,556
2274
$227K ﹤0.01%
+576
2275
$227K ﹤0.01%
+10,675
89 90
91
92 93