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
2451
$25.8K ﹤0.01%
+10,000
2452
$18K ﹤0.01%
1,722
2453
$17.9K ﹤0.01%
10,500
2454
$14.7K ﹤0.01%
+13,145
2455
$12.3K ﹤0.01%
36,667
2456
$11.3K ﹤0.01%
+10,000
2457
$10.6K ﹤0.01%
16,000
2458
$10.3K ﹤0.01%
14,000
+600
2459
$8.6K ﹤0.01%
1,200
2460
$6.96K ﹤0.01%
14,267
2461
$5.78K ﹤0.01%
595
2462
$4.99K ﹤0.01%
38,965
2463
– –
-10,000
2464
– –
-2,526
2465
– –
-400
2466
– –
-1,783
2467
– –
-1,729
2468
– –
-6,846
2469
– –
-52,772
2470
– –
-21,647
2471
– –
-29
2472
– –
-2,603
2473
– –
-1,055
2474
– –
-456
2475
– –
-5,156
97 98
99
100 101