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
$44.4B
AUM Growth
+$6.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,606
New
Increased
Reduced
Closed

Top Buys

1
+$231M
2
+$141M
3
+$135M
4
BND icon
Vanguard Total Bond Market
BND
+$98.9M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$67.9M

Top Sells

1
+$106M
2
+$105M
3
+$87.1M
4
GM icon
General Motors
GM
+$78.4M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$67M

Sector Composition

1 Technology 12.71%
2 Healthcare 10.46%
3 Financials 8.22%
4 Consumer Discretionary 7.68%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$38.7M 0.09%
2,552,105
+543,096
227
$38.6M 0.09%
382,890
-24,184
228
$38.6M 0.09%
276,583
+270,713
229
$38.5M 0.09%
3,116,928
-102,708
230
$38.3M 0.09%
224,710
+5,301
231
$38.2M 0.09%
521,739
-29,313
232
$38.2M 0.09%
355,296
-18,082
233
$37.5M 0.08%
343,426
-17,274
234
$37.3M 0.08%
537,430
+486,259
235
$36.3M 0.08%
875,401
-15,469
236
$36.2M 0.08%
186,366
+21,311
237
$35.9M 0.08%
188,889
+29,298
238
$35.8M 0.08%
138,728
-40,619
239
$35.6M 0.08%
307,124
-177,894
240
$35.5M 0.08%
364,436
-23,562
241
$35.5M 0.08%
1,078,924
-45,214
242
$34.8M 0.08%
821,076
+34,150
243
$34.3M 0.08%
673,541
-77,679
244
$34.2M 0.08%
514,874
+37,904
245
$34.1M 0.08%
428,666
+95,357
246
$34.1M 0.08%
207,718
+72,727
247
$33.9M 0.08%
188,253
+19,138
248
$33.6M 0.08%
887,398
+258,205
249
$33M 0.07%
101,831
-24,882
250
$32.7M 0.07%
309,224
+8,388
8 9
10
11 12