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
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-10,240
2527
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-1,351
2528
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-7,056
2529
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-12,748
2530
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-30,233
2531
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-11,721
2532
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-7,847
2533
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-4,730
2534
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-134,263
2535
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-10,637
2536
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-99,594
2537
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-42,200
2538
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-3,192
2539
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-24,232
2540
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-64,407
2541
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-21,957
2542
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-1,439,061
2543
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-69,538
2544
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-16,597
2545
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-30,639
2546
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-8,941
2547
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-7,054
2548
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-11,292
2549
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-42,716
2550
– –
-1,883
100 101
102
103 104