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
801
$3.69M 0.01%
177,088
+22,508
802
$3.69M 0.01%
24,650
-1,306
803
$3.65M 0.01%
24,110
+1,988
804
$3.63M 0.01%
93,357
+38,260
805
$3.61M 0.01%
75,247
+18,405
806
$3.61M 0.01%
81,143
+44,667
807
$3.56M 0.01%
76,405
-19,287
808
$3.55M 0.01%
56,825
+10,343
809
$3.55M 0.01%
30,259
+21,498
810
$3.54M 0.01%
103,371
-37,345
811
$3.53M 0.01%
102,958
-323
812
$3.52M 0.01%
99,367
+24,728
813
$3.52M 0.01%
75,343
+33,084
814
$3.5M 0.01%
60,827
815
$3.49M 0.01%
153,384
-23,868
816
$3.47M 0.01%
+111,890
817
$3.44M 0.01%
41,103
-2,437
818
$3.44M 0.01%
28,958
-369
819
$3.42M 0.01%
82,668
+7,490
820
$3.41M 0.01%
22,845
-975
821
$3.41M 0.01%
14,870
+2,005
822
$3.4M 0.01%
66,721
-6,861
823
$3.4M 0.01%
83,241
-437
824
$3.38M 0.01%
142,270
+105,420
825
$3.38M 0.01%
80,075
-224,363
31 32
33
34 35