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
401
$16.4M 0.04%
52,481
+6,735
402
$16.3M 0.04%
131,715
+2,761
403
$16.3M 0.04%
369,292
-353
404
$16.2M 0.04%
492,998
-31,469
405
$16.2M 0.04%
122,888
+38,365
406
$16.2M 0.04%
194,222
-43,222
407
$16.2M 0.04%
159,677
+12,084
408
$16.1M 0.04%
856,598
-242,269
409
$16.1M 0.04%
272,798
+97,978
410
$16M 0.04%
610,085
-64,094
411
$15.9M 0.04%
174,226
-31,711
412
$15.8M 0.04%
208,994
+21,446
413
$15.8M 0.04%
234,536
-17,393
414
$15.7M 0.04%
461,492
-29,929
415
$15.7M 0.04%
261,295
+129,660
416
$15.6M 0.04%
217,305
-33,645
417
$15.6M 0.04%
83,053
+33,979
418
$15.5M 0.03%
1,298,255
-907,422
419
$15.5M 0.03%
286,136
-104,998
420
$15.5M 0.03%
220,862
+160,098
421
$15.4M 0.03%
210,250
-81,496
422
$15.4M 0.03%
148,180
+30,163
423
$15.4M 0.03%
206,074
-127,911
424
$15.3M 0.03%
293,455
+19,564
425
$15.2M 0.03%
108,688
-8,500
15 16
17
18 19