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
251
$32.6M 0.07%
317,943
+77,004
252
$32.4M 0.07%
461,424
+34,377
253
$32.3M 0.07%
205,454
+16,690
254
$31.6M 0.07%
139,023
-81,058
255
$31.5M 0.07%
248,765
+38,944
256
$31.4M 0.07%
2,224,270
+728,046
257
$31.3M 0.07%
95,316
+2,897
258
$31.1M 0.07%
417,143
-241,517
259
$31M 0.07%
132,961
-3,788
260
$30.8M 0.07%
483,602
+51,042
261
$30.6M 0.07%
402,415
+27,490
262
$30.5M 0.07%
1,658,029
+94,564
263
$30.5M 0.07%
113,983
+13,380
264
$30.5M 0.07%
613,481
-717,870
265
$30.3M 0.07%
895,726
+99,733
266
$29.7M 0.07%
490,662
-33,928
267
$29.6M 0.07%
2,967,434
+145,583
268
$29.3M 0.07%
274,448
-20,036
269
$29.3M 0.07%
449,698
-9,387
270
$29M 0.07%
1,948,853
-1,324,531
271
$28.9M 0.07%
240,989
-172,275
272
$28.9M 0.06%
849,332
+243,043
273
$28.8M 0.06%
252,728
+4,211
274
$28.6M 0.06%
401,953
+359,595
275
$28.5M 0.06%
1,261,703
-802,558
9 10
11
12 13