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
701
$5.51M 0.01%
38,676
+28,690
702
$5.47M 0.01%
253,224
-1,302
703
$5.45M 0.01%
81,876
+7,672
704
$5.45M 0.01%
80,808
+5,788
705
$5.45M 0.01%
182,869
+20,453
706
$5.44M 0.01%
76,664
+38,056
707
$5.41M 0.01%
191,558
+45,650
708
$5.4M 0.01%
192,376
-184,494
709
$5.37M 0.01%
148,185
+38,036
710
$5.34M 0.01%
97,577
-5,385
711
$5.3M 0.01%
15,290
-1,853
712
$5.3M 0.01%
174,073
-25,379
713
$5.3M 0.01%
141,808
-73,490
714
$5.25M 0.01%
706,457
-62,472
715
$5.23M 0.01%
361,696
-645
716
$5.22M 0.01%
40,557
-882
717
$5.17M 0.01%
6,415
-297
718
$5.11M 0.01%
66,240
-58,175
719
$5.07M 0.01%
149,607
-99,788
720
$5.06M 0.01%
67,564
+11,204
721
$5.05M 0.01%
41,366
+563
722
$5.03M 0.01%
56,248
+4,400
723
$5M 0.01%
214,371
-612,916
724
$4.99M 0.01%
442,317
-33,566
725
$4.92M 0.01%
121,110
+17,720
27 28
29
30 31