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
351
$20M 0.05%
252,982
-49,561
352
$19.8M 0.04%
232,862
-3,416
353
$19.8M 0.04%
742,995
+11,488
354
$19.7M 0.04%
870,436
-290,274
355
$19.6M 0.04%
315,073
+41,770
356
$19.5M 0.04%
740,000
-5,215
357
$19.4M 0.04%
719,445
+18,716
358
$19.2M 0.04%
522,799
-749,905
359
$19.2M 0.04%
128,531
-20,517
360
$19M 0.04%
335,484
+22,956
361
$19M 0.04%
413,751
-470,815
362
$18.9M 0.04%
332,344
+118,339
363
$18.9M 0.04%
1,775,186
-1,555,131
364
$18.7M 0.04%
293,965
-13,952
365
$18.7M 0.04%
138,782
+13,895
366
$18.6M 0.04%
72,851
+1,678
367
$18.6M 0.04%
445,562
-66,965
368
$18.6M 0.04%
602,652
+15,671
369
$18.6M 0.04%
84,749
+23,084
370
$18.6M 0.04%
372,558
-76,315
371
$18.6M 0.04%
355,451
+17,394
372
$18.4M 0.04%
150,423
-22,720
373
$18.2M 0.04%
405,011
-103,098
374
$18.2M 0.04%
2,584,078
-2,688,492
375
$18.1M 0.04%
1,002,578
-93,855
13 14
15
16 17