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
2401
$247K ﹤0.01%
11,443
+2,017
2402
$247K ﹤0.01%
18,182
2403
$246K ﹤0.01%
6,528
+1,000
2404
$246K ﹤0.01%
+4,939
2405
$245K ﹤0.01%
12,664
2406
$245K ﹤0.01%
4,716
-7,943
2407
$245K ﹤0.01%
6,355
-17,050
2408
$245K ﹤0.01%
12,753
+2,076
2409
$245K ﹤0.01%
95,187
+512
2410
$244K ﹤0.01%
2,096
2411
$243K ﹤0.01%
13,193
+2
2412
$243K ﹤0.01%
3,190
-20
2413
$243K ﹤0.01%
5,970
+814
2414
$243K ﹤0.01%
2,397
-6,329
2415
$243K ﹤0.01%
4,550
+465
2416
$242K ﹤0.01%
14,518
+4,392
2417
$242K ﹤0.01%
14,425
-746
2418
$242K ﹤0.01%
8,316
-40
2419
$241K ﹤0.01%
5,297
-2,218
2420
$240K ﹤0.01%
17,851
2421
$240K ﹤0.01%
+6,633
2422
$240K ﹤0.01%
39,114
-18,600
2423
$239K ﹤0.01%
18,962
-1,050
2424
$239K ﹤0.01%
24,941
+10,016
2425
$238K ﹤0.01%
31,837
+8,351
95 96
97
98 99