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
301
$25M 0.06%
414,946
-8,154
302
$24.9M 0.06%
235,001
+12,052
303
$24.8M 0.06%
116,874
-3,628
304
$24.6M 0.06%
369,211
-58,849
305
$24.6M 0.06%
710,144
+48,648
306
$24.6M 0.06%
249,625
+26,861
307
$24.5M 0.06%
418,988
-38,985
308
$24.4M 0.05%
627,473
+18,124
309
$24.3M 0.05%
461,712
-17,692
310
$24.1M 0.05%
15,130
-551
311
$23.7M 0.05%
253,842
-42,529
312
$23.7M 0.05%
409,823
-783
313
$23.6M 0.05%
329,854
-58,633
314
$23.6M 0.05%
251,630
+32,624
315
$23.5M 0.05%
460,215
+16,673
316
$23.5M 0.05%
651,707
+7,299
317
$23.5M 0.05%
516,020
+29,290
318
$23.2M 0.05%
425,797
-31,851
319
$22.6M 0.05%
445,988
-207,901
320
$22.4M 0.05%
669,800
-51,812
321
$22.3M 0.05%
599,676
-415,353
322
$22.2M 0.05%
218,643
+7,941
323
$22.2M 0.05%
126,705
+505
324
$22M 0.05%
216,331
+172,993
325
$22M 0.05%
198,763
-42,241
11 12
13
14 15