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
651
$6.52M 0.01%
40,169
+400
652
$6.51M 0.01%
342,520
+9,776
653
$6.51M 0.01%
12,768
-2,209
654
$6.5M 0.01%
78,878
-30,086
655
$6.39M 0.01%
86,091
+1,674
656
$6.37M 0.01%
30,859
+4,227
657
$6.31M 0.01%
58,338
-2,798
658
$6.3M 0.01%
126,603
+38,973
659
$6.27M 0.01%
101,026
+21,223
660
$6.27M 0.01%
314,260
-1,310
661
$6.22M 0.01%
45,879
-4,308
662
$6.16M 0.01%
118,403
-7,721
663
$6.09M 0.01%
198,222
-54,299
664
$6.09M 0.01%
456,272
-258,123
665
$6.08M 0.01%
118,050
+45,390
666
$6.08M 0.01%
129,497
-13,629
667
$6.07M 0.01%
58,369
-2,486
668
$6.06M 0.01%
30,267
+22,903
669
$6.06M 0.01%
121,630
-7,335
670
$6.05M 0.01%
119,414
-75,964
671
$6.04M 0.01%
107,448
+25,785
672
$5.99M 0.01%
13,274
+755
673
$5.98M 0.01%
86,506
+3,007
674
$5.97M 0.01%
696,673
-936
675
$5.97M 0.01%
168,238
-73,737
25 26
27
28 29