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
2526
– –
-7,054
2527
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-11,292
2528
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-42,716
2529
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-1,883
2530
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-51,596
2531
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-4,400
2532
– –
-15,048
2533
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-3,859
2534
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-24,155
2535
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-20,149
2536
– –
-97,276
2537
– –
-11,660
2538
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-102,438
2539
– –
-12,862
2540
– –
-13,400
2541
– –
-11,930
2542
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-23,373
2543
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-9,990
2544
– –
-7,449
2545
– –
-21,764
2546
– –
-57,089
2547
– –
-6,009
2548
– –
-2,737
2549
– –
-41,851
2550
– –
-15,455
100 101
102
103 104