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
601
$7.66M 0.02%
234,325
-13,059
602
$7.64M 0.02%
87,183
+12,531
603
$7.62M 0.02%
152,404
-161,787
604
$7.61M 0.02%
105,730
-4,839
605
$7.6M 0.02%
92,366
-5,663
606
$7.49M 0.02%
92,257
-16,288
607
$7.44M 0.02%
132,010
+17,148
608
$7.43M 0.02%
432,409
-840,120
609
$7.42M 0.02%
26,787
+6,656
610
$7.39M 0.02%
111,395
-22,746
611
$7.34M 0.02%
289,949
+28,144
612
$7.32M 0.02%
94,111
-4,416
613
$7.27M 0.02%
683,061
-55,876
614
$7.26M 0.02%
165,840
-94,852
615
$7.25M 0.02%
68,368
-39,007
616
$7.25M 0.02%
14,472
-4,290
617
$7.23M 0.02%
21,658
+779
618
$7.21M 0.02%
77,331
+22,812
619
$7.21M 0.02%
441,452
+3,476
620
$7.19M 0.02%
282,012
-2,255
621
$7.18M 0.02%
62,575
-27,503
622
$7.17M 0.02%
110,425
+14,365
623
$7.16M 0.02%
46,223
+34,206
624
$7.12M 0.02%
184,596
-7,357
625
$7.11M 0.02%
32,991
-6,951
23 24
25
26 27