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
2351
$274K ﹤0.01%
32,022
-87
2352
$274K ﹤0.01%
999
-286
2353
$273K ﹤0.01%
4,506
-34
2354
$273K ﹤0.01%
29,856
-186,108
2355
$273K ﹤0.01%
17,494
+2,115
2356
$272K ﹤0.01%
39,828
-8,177
2357
$271K ﹤0.01%
9,212
+1,180
2358
$270K ﹤0.01%
2,968
-3,634
2359
$269K ﹤0.01%
6,693
+11
2360
$267K ﹤0.01%
2,785
-280
2361
$266K ﹤0.01%
18,992
+3,846
2362
$266K ﹤0.01%
+2,249
2363
$265K ﹤0.01%
22,211
-2,065
2364
$265K ﹤0.01%
10,500
2365
$265K ﹤0.01%
5,368
-681
2366
$264K ﹤0.01%
12,085
-27,800
2367
$262K ﹤0.01%
9,562
2368
$262K ﹤0.01%
11,148
+1,683
2369
$261K ﹤0.01%
5,241
-33,065
2370
$260K ﹤0.01%
+7,266
2371
$259K ﹤0.01%
6,503
+261
2372
$259K ﹤0.01%
+5,421
2373
$258K ﹤0.01%
3,252
-1,538
2374
$258K ﹤0.01%
17,500
-600
2375
$258K ﹤0.01%
9,749
+2,289
93 94
95
96 97