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
276
$28.3M 0.06%
1,097,151
-721,485
277
$28.3M 0.06%
676,728
-37,657
278
$27.9M 0.06%
1,247,848
-7,742
279
$27.7M 0.06%
510,113
-7,831
280
$27.7M 0.06%
419,028
-108,344
281
$27.6M 0.06%
216,249
-928
282
$27.5M 0.06%
480,518
+25,519
283
$27.3M 0.06%
168,062
+9,936
284
$27.1M 0.06%
309,903
+37,959
285
$27.1M 0.06%
523,448
+137,305
286
$26.8M 0.06%
280,095
-2,224
287
$26.8M 0.06%
442,417
-45,977
288
$26.6M 0.06%
193,742
+18,633
289
$26.2M 0.06%
333,305
-60,481
290
$26.2M 0.06%
184,455
+762
291
$26.1M 0.06%
529,010
+4,724
292
$26.1M 0.06%
293,029
-108,868
293
$25.7M 0.06%
96
-2
294
$25.6M 0.06%
782,232
-204,200
295
$25.5M 0.06%
1,013,192
+32,754
296
$25.4M 0.06%
478,132
-10,806
297
$25.4M 0.06%
77,013
+8,344
298
$25.1M 0.06%
27,240
-15,708
299
$25M 0.06%
967,858
-213,692
300
$25M 0.06%
228,283
-238,429
10 11
12
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