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
2301
$218K ﹤0.01%
+2,449
2302
$218K ﹤0.01%
2,844
-120
2303
$218K ﹤0.01%
+10,767
2304
$217K ﹤0.01%
1,123
-28
2305
$217K ﹤0.01%
3,713
+10
2306
$217K ﹤0.01%
7,532
+442
2307
$216K ﹤0.01%
3,461
-594
2308
$216K ﹤0.01%
5,565
+188
2309
$216K ﹤0.01%
7,159
-1,198
2310
$216K ﹤0.01%
7,330
-679
2311
$215K ﹤0.01%
+4,126
2312
$215K ﹤0.01%
+7,683
2313
$215K ﹤0.01%
4,472
+4
2314
$214K ﹤0.01%
20,198
-2,064
2315
$214K ﹤0.01%
4,121
-20
2316
$214K ﹤0.01%
11,979
-45
2317
$213K ﹤0.01%
11,373
+143
2318
$213K ﹤0.01%
+4,400
2319
$212K ﹤0.01%
5,493
-36
2320
$212K ﹤0.01%
+3,484
2321
$211K ﹤0.01%
6,256
+326
2322
$211K ﹤0.01%
40,000
2323
$211K ﹤0.01%
+1,928
2324
$211K ﹤0.01%
13,837
-4,936
2325
$211K ﹤0.01%
2,772
-25
91 92
93
94 95