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
426
$15.2M 0.03%
282,548
+269,347
427
$15.1M 0.03%
427,084
-77,623
428
$15M 0.03%
217,322
+18,019
429
$15M 0.03%
100,169
-50,197
430
$15M 0.03%
91,377
+607
431
$15M 0.03%
852,214
+171,212
432
$14.8M 0.03%
270,547
-22,651
433
$14.7M 0.03%
8,288
+72
434
$14.7M 0.03%
246,387
-28,111
435
$14.6M 0.03%
216,682
-6,494
436
$14.6M 0.03%
497,429
-830,777
437
$14.5M 0.03%
103,996
-18,708
438
$14.5M 0.03%
181,169
+86,580
439
$14.4M 0.03%
413,046
-245,405
440
$14.4M 0.03%
313,338
-2,449
441
$14.3M 0.03%
5,587,562
-2,483,013
442
$14.2M 0.03%
1,805,887
+180,952
443
$14.2M 0.03%
267,834
+35,081
444
$14.2M 0.03%
540,012
+10,347
445
$14.1M 0.03%
125,249
-3,292
446
$14M 0.03%
310,158
-58,671
447
$14M 0.03%
533,747
-102,334
448
$14M 0.03%
+323,048
449
$13.9M 0.03%
251,038
-20,566
450
$13.9M 0.03%
360,566
-9,215
16 17
18
19 20