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
2351
$197K ﹤0.01%
13,160
2352
$194K ﹤0.01%
13,607
+242
2353
$193K ﹤0.01%
17,148
+654
2354
$192K ﹤0.01%
17,314
-1,210
2355
$191K ﹤0.01%
12,230
-1,202
2356
$191K ﹤0.01%
11,842
+1,625
2357
$190K ﹤0.01%
41,600
+3,929
2358
$189K ﹤0.01%
+15,000
2359
$187K ﹤0.01%
14,540
2360
$182K ﹤0.01%
35,436
+34
2361
$181K ﹤0.01%
+11,693
2362
$181K ﹤0.01%
26,291
-58,989
2363
$181K ﹤0.01%
11,645
+63
2364
$180K ﹤0.01%
24,104
+118
2365
$179K ﹤0.01%
11,122
-1,707
2366
$178K ﹤0.01%
20,676
2367
$177K ﹤0.01%
12,107
-1,094
2368
$172K ﹤0.01%
17,715
2369
$169K ﹤0.01%
28,696
-4,398
2370
$168K ﹤0.01%
+66,020
2371
$168K ﹤0.01%
+28,602
2372
$168K ﹤0.01%
17,788
-1,235
2373
$165K ﹤0.01%
27,926
+133
2374
$157K ﹤0.01%
+12,776
2375
$156K ﹤0.01%
12,128
-45,688
93 94
95
96 97