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
2426
$85.6K ﹤0.01%
33,434
-600
2427
$81.4K ﹤0.01%
10,457
-597
2428
$78.5K ﹤0.01%
+11,156
2429
$75.7K ﹤0.01%
+14,732
2430
$73.7K ﹤0.01%
+11,509
2431
$71.1K ﹤0.01%
14,000
+3,000
2432
$70.9K ﹤0.01%
+10,190
2433
$69.7K ﹤0.01%
4,113
-18
2434
$69.5K ﹤0.01%
2,585
+491
2435
$68.4K ﹤0.01%
10,205
2436
$61.5K ﹤0.01%
11,707
-18,880
2437
$58.9K ﹤0.01%
10,000
2438
$58.5K ﹤0.01%
10,000
2439
$54.2K ﹤0.01%
18,556
2440
$53.6K ﹤0.01%
+10,100
2441
$47.5K ﹤0.01%
15,090
2442
$46.3K ﹤0.01%
11,517
+895
2443
$46.1K ﹤0.01%
12,606
-890
2444
$41K ﹤0.01%
23,187
-238
2445
$37.5K ﹤0.01%
+13,028
2446
$31.3K ﹤0.01%
11,750
2447
$31.1K ﹤0.01%
+12,979
2448
$26.6K ﹤0.01%
+11,673
2449
$26.5K ﹤0.01%
10,000
2450
$26.2K ﹤0.01%
12,265
96 97
98
99 100