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
– –
-51,596
2552
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-4,400
2553
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-15,048
2554
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-3,859
2555
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-2,686
2556
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-19,456
2557
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-60,434
2558
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-1,056
2559
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-6,607
2560
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-12,912
2561
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-10,010
2562
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-6,712
2563
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-41,955
2564
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-5,742
2565
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-501,113
2566
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-3,730
2567
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-5,432
2568
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-697,583
2569
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-24,155
2570
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-20,149
2571
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-97,276
2572
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-11,660
2573
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-102,438
2574
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-12,862
2575
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-13,400
100 101 102
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