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
926
$2.61M 0.01%
48,427
+9,835
927
$2.6M 0.01%
22,128
-24,542
928
$2.58M 0.01%
52,115
-9,033
929
$2.56M 0.01%
105,197
+72,309
930
$2.56M 0.01%
90,512
+4,790
931
$2.56M 0.01%
108,309
+7,842
932
$2.55M 0.01%
25,421
-183
933
$2.55M 0.01%
71,236
-1,902
934
$2.54M 0.01%
72,802
-208,133
935
$2.54M 0.01%
15,157
-21,924
936
$2.54M 0.01%
131,233
+7,348
937
$2.54M 0.01%
5,624
-88
938
$2.52M 0.01%
180,360
+16,840
939
$2.52M 0.01%
69,030
+61,467
940
$2.5M 0.01%
44,072
-2,619
941
$2.5M 0.01%
9,693
+6,799
942
$2.5M 0.01%
76,555
+64,032
943
$2.49M 0.01%
+63,876
944
$2.48M 0.01%
115,590
-23,986
945
$2.46M 0.01%
34,023
+16,112
946
$2.46M 0.01%
246,773
-2,592
947
$2.45M 0.01%
114,020
-8,825
948
$2.44M 0.01%
115,548
+9,500
949
$2.43M 0.01%
67,672
-2,379
950
$2.42M 0.01%
10,372
-1,261
36 37
38
39 40