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
726
$4.92M 0.01%
239,710
+94,056
727
$4.91M 0.01%
51,144
-22,501
728
$4.88M 0.01%
28,342
+1,892
729
$4.82M 0.01%
49,888
+4,157
730
$4.75M 0.01%
52,520
+22,269
731
$4.74M 0.01%
110,945
-78,493
732
$4.74M 0.01%
530,553
-19,563
733
$4.74M 0.01%
115,249
+14,286
734
$4.69M 0.01%
89,077
-15,038
735
$4.68M 0.01%
31,655
+3,681
736
$4.66M 0.01%
64,888
+4,942
737
$4.66M 0.01%
217,045
+43,367
738
$4.65M 0.01%
269,766
+6,897
739
$4.64M 0.01%
131,915
-12,671
740
$4.63M 0.01%
183,842
+63,681
741
$4.6M 0.01%
4,669
-67
742
$4.6M 0.01%
307,205
-186,824
743
$4.59M 0.01%
58,218
-8,913
744
$4.59M 0.01%
121,127
+580
745
$4.57M 0.01%
185,253
+84,861
746
$4.54M 0.01%
190,399
-233,025
747
$4.52M 0.01%
118,654
-46,045
748
$4.51M 0.01%
148,661
-19,838
749
$4.46M 0.01%
48,221
-8,458
750
$4.43M 0.01%
84,232
+20,794
28 29
30
31 32