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
2276
$226K ﹤0.01%
+3,705
2277
$226K ﹤0.01%
3,521
-62
2278
$226K ﹤0.01%
4,160
-554
2279
$226K ﹤0.01%
25,578
+1,330
2280
$226K ﹤0.01%
9,680
-138,533
2281
$226K ﹤0.01%
2,661
-1,456
2282
$226K ﹤0.01%
+16,053
2283
$225K ﹤0.01%
+2,816
2284
$225K ﹤0.01%
+5,277
2285
$224K ﹤0.01%
6,120
-5,569
2286
$224K ﹤0.01%
1,929
-16
2287
$224K ﹤0.01%
3,564
-634
2288
$224K ﹤0.01%
+8,209
2289
$223K ﹤0.01%
3,670
-49
2290
$223K ﹤0.01%
1,207
-136
2291
$222K ﹤0.01%
13,138
-9,492
2292
$221K ﹤0.01%
+2,530
2293
$221K ﹤0.01%
5,447
-1,377
2294
$220K ﹤0.01%
+19,208
2295
$220K ﹤0.01%
9,990
-44
2296
$220K ﹤0.01%
6,576
+82
2297
$220K ﹤0.01%
7,256
-14,594
2298
$220K ﹤0.01%
16,829
2299
$219K ﹤0.01%
4,750
2300
$219K ﹤0.01%
15,450
90 91
92
93 94