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
501
$11.3M 0.03%
129,191
+21,969
502
$11.3M 0.03%
38,738
+2,884
503
$11.2M 0.03%
9,964
-28
504
$11.2M 0.03%
28,877
+990
505
$11M 0.02%
165,108
-2,268
506
$10.9M 0.02%
133,489
-380
507
$10.9M 0.02%
110,960
-3,914
508
$10.9M 0.02%
62,759
+27,957
509
$10.9M 0.02%
379,633
-101,480
510
$10.9M 0.02%
183,087
-65,363
511
$10.9M 0.02%
132,021
-286,613
512
$10.8M 0.02%
170,387
+4,208
513
$10.8M 0.02%
276,213
+46,010
514
$10.7M 0.02%
163,189
-29,042
515
$10.7M 0.02%
58,383
+857
516
$10.7M 0.02%
26,323
+9,867
517
$10.6M 0.02%
99,282
+45,293
518
$10.5M 0.02%
128,399
+8,741
519
$10.4M 0.02%
283,565
+132,341
520
$10.4M 0.02%
168,368
+72,987
521
$10.4M 0.02%
304,126
-62,714
522
$10.3M 0.02%
316,876
-192,625
523
$10.2M 0.02%
238,333
+17,080
524
$10.2M 0.02%
256,602
+82,149
525
$10.2M 0.02%
179,600
+33,485
19 20
21
22 23