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
51
$203M 0.46%
2,977,031
-183,864
52
$202M 0.45%
2,014,214
-24,097
53
$201M 0.45%
1,200,626
-104,818
54
$199M 0.45%
1,786,278
-62,934
55
$183M 0.41%
5,902,723
-109,609
56
$183M 0.41%
1,996,804
+28,826
57
$180M 0.41%
891,462
+110,553
58
$180M 0.4%
684,643
+23,982
59
$179M 0.4%
863,181
-12,296
60
$177M 0.4%
991,755
+64,228
61
$173M 0.39%
1,562,796
-74,615
62
$170M 0.38%
1,081,469
-31,962
63
$165M 0.37%
7,220,863
-102,500
64
$161M 0.36%
949,734
+8,634
65
$160M 0.36%
1,117,573
-53,023
66
$156M 0.35%
1,796,804
+161,313
67
$155M 0.35%
1,224,679
+136,707
68
$151M 0.34%
3,367,570
-254,699
69
$146M 0.33%
794,083
+26,544
70
$146M 0.33%
3,668,619
+65,448
71
$141M 0.32%
1,046,771
-6,918
72
$140M 0.32%
1,905,446
-175,368
73
$139M 0.31%
2,310,812
+56,304
74
$139M 0.31%
5,838,157
+281,701
75
$138M 0.31%
1,707,944
-224,179
1 2
3
4 5