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
2501
– –
-11,659
2502
– –
-5,515
2503
– –
-3,826
2504
– –
-37,136
2505
– –
-6,318
2506
– –
-10,240
2507
– –
-1,351
2508
– –
-7,056
2509
– –
-12,748
2510
– –
-30,233
2511
– –
-11,721
2512
– –
-7,847
2513
– –
-4,730
2514
– –
-134,263
2515
– –
-99,594
2516
– –
-42,200
2517
– –
-3,192
2518
– –
-24,232
2519
– –
-64,407
2520
– –
-21,957
2521
– –
-1,439,061
2522
– –
-69,538
2523
– –
-16,597
2524
– –
-30,639
2525
– –
-8,941
99 100
101
102 103