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
2426
$238K ﹤0.01%
40,328
+3,700
2427
$237K ﹤0.01%
+3,467
2428
$236K ﹤0.01%
5,687
2429
$235K ﹤0.01%
7,920
-3,788
2430
$234K ﹤0.01%
+4,280
2431
$234K ﹤0.01%
11,240
2432
$234K ﹤0.01%
51,419
+23,674
2433
$234K ﹤0.01%
39,033
+17,784
2434
$233K ﹤0.01%
33,030
2435
$232K ﹤0.01%
3,693
-423
2436
$231K ﹤0.01%
+11,016
2437
$231K ﹤0.01%
6,605
-10,772
2438
$231K ﹤0.01%
+6,359
2439
$230K ﹤0.01%
13,473
+2,981
2440
$230K ﹤0.01%
11,000
-8,000
2441
$229K ﹤0.01%
3,546
-1,048
2442
$229K ﹤0.01%
17,859
2443
$229K ﹤0.01%
19,431
+8,121
2444
$228K ﹤0.01%
3,301
-515
2445
$228K ﹤0.01%
11,478
-2,100
2446
$228K ﹤0.01%
3,672
-93
2447
$227K ﹤0.01%
17,625
2448
$227K ﹤0.01%
6,216
-172
2449
$226K ﹤0.01%
3,872
-250
2450
$226K ﹤0.01%
+5,675
96 97
98
99 100