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
901
$2.83M 0.01%
45,257
-34,990
902
$2.82M 0.01%
46,882
-13,563
903
$2.82M 0.01%
40,258
-46,333
904
$2.81M 0.01%
38,272
+1,372
905
$2.81M 0.01%
50,339
-551
906
$2.8M 0.01%
53,203
-9
907
$2.79M 0.01%
128,728
+374
908
$2.78M 0.01%
21,342
+1,080
909
$2.76M 0.01%
83,081
+8,912
910
$2.74M 0.01%
6,547
+1,033
911
$2.73M 0.01%
40,816
-1,628
912
$2.72M 0.01%
54,745
+35,546
913
$2.7M 0.01%
52,606
+8,314
914
$2.7M 0.01%
52,409
+6,220
915
$2.69M 0.01%
51,565
+47,025
916
$2.69M 0.01%
36,068
-34,579
917
$2.68M 0.01%
175,665
-4,635
918
$2.68M 0.01%
60,553
+5,329
919
$2.67M 0.01%
104,282
-224
920
$2.67M 0.01%
8,608
+227
921
$2.65M 0.01%
117,053
-8,415
922
$2.65M 0.01%
32,894
-5,839
923
$2.63M 0.01%
26,377
+6,151
924
$2.63M 0.01%
116,522
+209
925
$2.62M 0.01%
276,349
+9,850
35 36
37
38 39