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
626
$7.09M 0.02%
26,096
+314
627
$7.09M 0.02%
168,793
+24,800
628
$7.08M 0.02%
331,682
-29,595
629
$7.03M 0.02%
68,759
+5,889
630
$7.03M 0.02%
577,184
-52,602
631
$7.01M 0.02%
217,885
-61,902
632
$6.99M 0.02%
40,652
-980
633
$6.97M 0.02%
58,930
-7,864
634
$6.96M 0.02%
62,775
+8,733
635
$6.96M 0.02%
130,161
+35,420
636
$6.93M 0.02%
143,635
-1,518
637
$6.93M 0.02%
611,019
-23,604
638
$6.91M 0.02%
99,180
+36,053
639
$6.9M 0.02%
981,889
+35,036
640
$6.85M 0.02%
188,711
+66,363
641
$6.79M 0.02%
59,605
-2,655
642
$6.78M 0.02%
408,849
+42,960
643
$6.78M 0.02%
69,360
+9,990
644
$6.78M 0.02%
169,812
-17,853
645
$6.71M 0.02%
54,800
+13,367
646
$6.67M 0.02%
270,835
-310,649
647
$6.67M 0.02%
236,598
+52,024
648
$6.61M 0.01%
237,289
+169,582
649
$6.6M 0.01%
275,656
+41,388
650
$6.59M 0.01%
128,736
+32,272
24 25
26
27 28