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
2301
$300K ﹤0.01%
10,753
-1,322
2302
$300K ﹤0.01%
14,891
-9,748
2303
$300K ﹤0.01%
8,778
+2,720
2304
$300K ﹤0.01%
6,354
+432
2305
$300K ﹤0.01%
1,990
-107
2306
$298K ﹤0.01%
+29,620
2307
$297K ﹤0.01%
16,185
-900
2308
$297K ﹤0.01%
8,879
+1,009
2309
$297K ﹤0.01%
17,459
-2,438
2310
$297K ﹤0.01%
+5,188
2311
$295K ﹤0.01%
23,439
2312
$294K ﹤0.01%
9,109
+815
2313
$294K ﹤0.01%
16,539
+927
2314
$293K ﹤0.01%
14,926
+4,812
2315
$292K ﹤0.01%
6,510
+379
2316
$291K ﹤0.01%
17,865
+5,655
2317
$291K ﹤0.01%
6,325
-14,485
2318
$291K ﹤0.01%
7,174
-19,029
2319
$290K ﹤0.01%
32,624
-750
2320
$290K ﹤0.01%
21,355
+518
2321
$289K ﹤0.01%
4,572
2322
$289K ﹤0.01%
11,200
2323
$288K ﹤0.01%
35,969
2324
$288K ﹤0.01%
5,140
-14,998
2325
$288K ﹤0.01%
18,772
-2
91 92
93
94 95