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
2551
– –
-19,361
2552
– –
-17,210
2553
– –
-15,635
2554
– –
-12,123
2555
– –
-31,368
2556
– –
-28,633
2557
– –
-10,905
2558
– –
-11,629
2559
– –
-1
2560
– –
-200
2561
– –
-5,861
2562
– –
-30,006
2563
– –
-42,397
2564
– –
-47,071
2565
– –
-3,998
2566
– –
-12,700
2567
– –
-10,795
2568
– –
-29,288
2569
– –
-17,924
2570
– –
-12,972
2571
– –
-4,469
2572
– –
-45,940
2573
– –
-2,421
2574
– –
-7,610
2575
– –
-8,131
100 101 102
103
104