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
376
$18.1M 0.04%
875,190
-171,430
377
$18M 0.04%
909,063
-164,089
378
$17.9M 0.04%
476,840
-335,179
379
$17.9M 0.04%
176,376
-36,108
380
$17.8M 0.04%
119,522
-20,568
381
$17.8M 0.04%
56,602
-1,897
382
$17.7M 0.04%
57,732
-13,083
383
$17.7M 0.04%
473,792
-92,299
384
$17.7M 0.04%
543,990
+92,858
385
$17.7M 0.04%
255,777
-68,799
386
$17.6M 0.04%
273,409
-61,889
387
$17.2M 0.04%
304,060
-488,465
388
$17.1M 0.04%
269,751
-20,699
389
$17.1M 0.04%
321,224
-23,806
390
$17M 0.04%
456,140
-99,080
391
$17M 0.04%
297,970
-61,673
392
$16.6M 0.04%
660,188
-268,408
393
$16.6M 0.04%
1,355,994
+66,000
394
$16.6M 0.04%
225,075
-35,657
395
$16.6M 0.04%
471,243
-2,188
396
$16.5M 0.04%
183,462
+88,322
397
$16.5M 0.04%
313,648
-69,881
398
$16.5M 0.04%
249,136
+67,694
399
$16.5M 0.04%
81,074
+60,708
400
$16.5M 0.04%
1,824,279
+61,584
14 15
16
17 18