Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
Financial Select Sector SPDR Fund
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
1
$4.28B 6.7%
7,273,395
-93,949
2
$1.94B 3.04%
3,314,168
-39,429
3
$1.83B 2.86%
7,303,847
+213,139
4
$1.77B 2.77%
4,199,619
+5,300
5
$1.54B 2.41%
66,956,719
+1,543,834
6
$1.28B 2%
9,509,862
+155,356
7
$1.08B 1.69%
2,006,364
-53,344
8
$978M 1.53%
15,715,945
-434,765
9
$919M 1.44%
4,190,147
+75,872
10
$872M 1.36%
2,171,569
+10,447
11
$800M 1.25%
4,566,845
-618,384
12
$689M 1.08%
7,108,515
+196,417
13
$688M 1.08%
2,870,965
+13,092
14
$682M 1.07%
3,581,536
-22,934
15
$676M 1.06%
2,915,323
+20,986
16
$624M 0.98%
8,877,878
+1,626,219
17
$617M 0.97%
2,655,289
-23,656
18
$592M 0.93%
5,140,324
+147,688
19
$582M 0.91%
9,339,551
+1,899,518
20
$540M 0.85%
1,056,968
+6,689
21
$528M 0.83%
901,242
+35,188
22
$508M 0.79%
2,999,330
-15,135
23
$505M 0.79%
1,597,417
+818
24
$484M 0.76%
10,021,492
+2,040,919
25
$467M 0.73%
2,464,564
+4,974
1
2 3 4 5