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
451
$13.9M 0.03%
235,558
-60,343
452
$13.8M 0.03%
434,080
+171,444
453
$13.8M 0.03%
251,796
+66,032
454
$13.8M 0.03%
71,439
+4,386
455
$13.7M 0.03%
636,500
+34,666
456
$13.4M 0.03%
93,945
-233
457
$13.4M 0.03%
295,934
+230,728
458
$13.3M 0.03%
308,862
-16,619
459
$13.3M 0.03%
186,620
+45,140
460
$13.2M 0.03%
568,187
-390,286
461
$13.2M 0.03%
66,142
-229
462
$13.2M 0.03%
152,956
-6,883
463
$13.2M 0.03%
311,710
+102,302
464
$13.2M 0.03%
36,515
+17,690
465
$13.1M 0.03%
246,962
+39,346
466
$13M 0.03%
266,022
-7,313
467
$13M 0.03%
149,403
+4,977
468
$13M 0.03%
108,320
-2,647
469
$12.9M 0.03%
509,222
-244,814
470
$12.8M 0.03%
289,056
+11,760
471
$12.7M 0.03%
66,195
+12,087
472
$12.7M 0.03%
250,127
-115,137
473
$12.6M 0.03%
249,335
+57,591
474
$12.6M 0.03%
454,610
-35,187
475
$12.5M 0.03%
143,476
+1,574
17 18
19
20 21