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
576
$8.29M 0.02%
49,411
+7,270
577
$8.28M 0.02%
86,291
+7,777
578
$8.19M 0.02%
325,996
-86,754
579
$8.15M 0.02%
290,085
+35,070
580
$8.15M 0.02%
76,485
+564
581
$8.1M 0.02%
44,023
+7,014
582
$8.09M 0.02%
314,001
-43,849
583
$8.08M 0.02%
269,248
+32,756
584
$8.07M 0.02%
359,415
-90,520
585
$8.05M 0.02%
110,722
+24,407
586
$8.03M 0.02%
188,224
+6,500
587
$8.02M 0.02%
86,171
+21,688
588
$7.95M 0.02%
105,350
+9,038
589
$7.91M 0.02%
46,930
-6,939
590
$7.89M 0.02%
41,594
+2,253
591
$7.84M 0.02%
+137,953
592
$7.84M 0.02%
214,038
-73,748
593
$7.82M 0.02%
+351,974
594
$7.82M 0.02%
186,840
+45,796
595
$7.81M 0.02%
302,622
-189,956
596
$7.73M 0.02%
279,548
-134,848
597
$7.7M 0.02%
439,104
+358,323
598
$7.69M 0.02%
20,896
-6,919
599
$7.68M 0.02%
230,328
+41,958
600
$7.67M 0.02%
133,784
+25,985
22 23
24
25 26