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
2376
$155K ﹤0.01%
11,183
-1,000
2377
$154K ﹤0.01%
18,731
+4,267
2378
$152K ﹤0.01%
+20,265
2379
$151K ﹤0.01%
+19,500
2380
$151K ﹤0.01%
16,401
-8,842
2381
$150K ﹤0.01%
17,294
+537
2382
$148K ﹤0.01%
13,753
-8,845
2383
$147K ﹤0.01%
11,162
2384
$146K ﹤0.01%
16,995
-2,235
2385
$145K ﹤0.01%
+14,144
2386
$145K ﹤0.01%
32,078
-4,506
2387
$143K ﹤0.01%
+13,240
2388
$143K ﹤0.01%
12,218
2389
$141K ﹤0.01%
13,860
-16,173
2390
$134K ﹤0.01%
15,755
-4,186
2391
$134K ﹤0.01%
+10,111
2392
$132K ﹤0.01%
14,000
2393
$132K ﹤0.01%
30,172
+124
2394
$129K ﹤0.01%
11,721
2395
$129K ﹤0.01%
12,417
+89
2396
$127K ﹤0.01%
18,099
+245
2397
$127K ﹤0.01%
45,368
+2,304
2398
$122K ﹤0.01%
23,477
-4,514
2399
$121K ﹤0.01%
15,449
+1,223
2400
$119K ﹤0.01%
40,216
94 95
96
97 98