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
476
$12.5M 0.03%
165,898
+15,687
477
$12.4M 0.03%
560,882
-792,993
478
$12.4M 0.03%
275,751
+20,148
479
$12.3M 0.03%
37,311
-20,897
480
$12.2M 0.03%
63,375
-2,311
481
$12.2M 0.03%
578,050
+318,800
482
$12.1M 0.03%
199,234
-53,663
483
$12.1M 0.03%
137,005
-1,058
484
$12.1M 0.03%
117,030
+16,808
485
$12.1M 0.03%
227,873
-44,815
486
$12M 0.03%
261,180
+246,021
487
$11.9M 0.03%
242,890
+160,389
488
$11.9M 0.03%
550,445
-40,625
489
$11.9M 0.03%
126,802
+2,132
490
$11.8M 0.03%
258,787
+11,628
491
$11.8M 0.03%
214,005
+4,504
492
$11.7M 0.03%
213,894
-40,326
493
$11.7M 0.03%
440,124
+315,282
494
$11.7M 0.03%
267,988
-45,097
495
$11.7M 0.03%
105,147
+88,866
496
$11.6M 0.03%
83,181
-21,112
497
$11.6M 0.03%
16,473
-502
498
$11.6M 0.03%
334,295
-157,809
499
$11.5M 0.03%
39,490
+4,584
500
$11.3M 0.03%
624,133
+74,760
18 19
20
21 22