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
2401
$119K ﹤0.01%
+12,651
2402
$116K ﹤0.01%
+17,889
2403
$115K ﹤0.01%
11,630
+966
2404
$115K ﹤0.01%
21,577
+8,741
2405
$114K ﹤0.01%
11,431
-837
2406
$114K ﹤0.01%
11,100
-1,742
2407
$113K ﹤0.01%
13,000
2408
$113K ﹤0.01%
10,610
+124
2409
$113K ﹤0.01%
21,516
2410
$112K ﹤0.01%
+11,718
2411
$112K ﹤0.01%
3,706
-36
2412
$112K ﹤0.01%
20,755
-14,191
2413
$111K ﹤0.01%
+11,701
2414
$108K ﹤0.01%
+12,875
2415
$106K ﹤0.01%
10,000
2416
$105K ﹤0.01%
+15,000
2417
$104K ﹤0.01%
10,338
+6
2418
$104K ﹤0.01%
+11,691
2419
$104K ﹤0.01%
11,307
-1,709
2420
$102K ﹤0.01%
23,126
+2,047
2421
$102K ﹤0.01%
26,865
+6,195
2422
$97.4K ﹤0.01%
11,186
+140
2423
$97.2K ﹤0.01%
12,000
2424
$89.4K ﹤0.01%
18,279
-2,205
2425
$88.4K ﹤0.01%
11,870
-16,925
95 96
97
98 99