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
551
$9.12M 0.02%
149,741
-22,026
552
$8.99M 0.02%
129,420
-68,473
553
$8.98M 0.02%
47,624
+3,342
554
$8.96M 0.02%
186,343
-7,943
555
$8.95M 0.02%
318,428
-39,692
556
$8.91M 0.02%
473,010
-14,476
557
$8.9M 0.02%
111,407
+21,848
558
$8.89M 0.02%
218,193
-21,864
559
$8.89M 0.02%
273,126
-54,018
560
$8.88M 0.02%
285,816
-44,734
561
$8.82M 0.02%
55,793
-2,150
562
$8.77M 0.02%
50,111
-4,735
563
$8.76M 0.02%
151,824
+36,053
564
$8.75M 0.02%
211,311
+29,127
565
$8.75M 0.02%
632,990
+15,935
566
$8.66M 0.02%
86,811
+10,350
567
$8.65M 0.02%
165,484
-20,004
568
$8.65M 0.02%
300,244
+2,384
569
$8.58M 0.02%
278,188
-58,064
570
$8.58M 0.02%
55,256
+25,145
571
$8.55M 0.02%
170,394
-6,072
572
$8.47M 0.02%
120,198
-133,291
573
$8.45M 0.02%
47,575
-4,271
574
$8.45M 0.02%
169,282
+28,410
575
$8.41M 0.02%
205,045
-32,640
21 22
23
24 25