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
526
$10.2M 0.02%
238,038
+34,960
527
$10.1M 0.02%
119,546
+24,052
528
$10.1M 0.02%
347,783
-175,944
529
$9.96M 0.02%
490,126
-350,832
530
$9.94M 0.02%
175,382
+7,316
531
$9.9M 0.02%
118,938
+8,482
532
$9.84M 0.02%
72,001
+26,338
533
$9.74M 0.02%
119,916
+35,786
534
$9.67M 0.02%
254,148
-29,660
535
$9.62M 0.02%
186,214
-4,164
536
$9.61M 0.02%
863,958
+190,012
537
$9.59M 0.02%
521,305
-96,177
538
$9.56M 0.02%
184,752
-233,297
539
$9.54M 0.02%
40,683
+493
540
$9.54M 0.02%
24,592
+5,510
541
$9.53M 0.02%
97,725
-57,199
542
$9.51M 0.02%
91,501
+7,208
543
$9.51M 0.02%
375,836
-3,097,512
544
$9.44M 0.02%
352,053
-230,145
545
$9.42M 0.02%
320,088
-80,190
546
$9.4M 0.02%
308,339
-21,269
547
$9.33M 0.02%
535,120
+108,316
548
$9.32M 0.02%
200,358
-2,778
549
$9.2M 0.02%
68,384
+4,435
550
$9.17M 0.02%
102,234
-148,542
20 21
22
23 24