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
2326
$211K ﹤0.01%
2,610
-256
2327
$210K ﹤0.01%
24,980
+772
2328
$210K ﹤0.01%
5,661
-64
2329
$209K ﹤0.01%
+932
2330
$208K ﹤0.01%
6,056
-540
2331
$208K ﹤0.01%
+9,248
2332
$208K ﹤0.01%
+8,276
2333
$208K ﹤0.01%
888
-1,769
2334
$208K ﹤0.01%
+1,000
2335
$207K ﹤0.01%
12,314
-685
2336
$206K ﹤0.01%
+1,556
2337
$205K ﹤0.01%
29,556
+7,000
2338
$205K ﹤0.01%
5,264
-700
2339
$205K ﹤0.01%
22,753
+1,115
2340
$205K ﹤0.01%
3,534
-111
2341
$205K ﹤0.01%
+5,887
2342
$204K ﹤0.01%
5,598
-5,788
2343
$204K ﹤0.01%
+6,755
2344
$204K ﹤0.01%
11,434
+1,049
2345
$203K ﹤0.01%
17,370
+2,088
2346
$203K ﹤0.01%
+2,395
2347
$203K ﹤0.01%
2,931
-7,221
2348
$203K ﹤0.01%
2,291
+23
2349
$202K ﹤0.01%
+6,889
2350
$201K ﹤0.01%
4,839
-6,646
92 93
94
95 96